Wealth Solutions, Inc. is an Austin, Texas-based Registered Investment Advisory firm that provides customized wide-ranging financial forecast. Its primary clients are individuals or families with a high net-worth, small businesses owners Austin, Marble Falls, Bastrop, Houston, New Braunfels and Georgetown. Wealth Solutions Inc. helps in changing and adapting new financial plans in the evolving capital markets. The company works toward the development of dynamic, but standard investment resolutions that enable their customers to make profits while still minimizing risks. WSI knows that many of its clients are approaching and preparing for retirement, and, therefore, they need to preserve their affluence, have a stable source of income after retirement, and leave an inheritance for their heirs. The company facilitates the establishment of a comprehensive financial strategy that enables the clients to achieve their desires after retirement.
The company also offers a wealth management policy that helps in providing customers with a suitable way of accumulating and protecting their property. As a method of wealth management, the firm helps in the development of an investment portfolio that produces a proper diversification based on the requirements and ambitions of the client. Investors are given a chance by the skilled wealth management process of the firm to access investments that they may not have such as a broad range of conventional and alternative investment classes. The firm has the expertise to create a portfolio that is based on the customer’s risk acceptance and financial goals. The portfolio enables the client to be active in the markets without facing avoidable risks.
Richard Blair founded the Wealth Solutions Inc. in 1994. He joined the financial services sector immediately after graduating from college in 1993 and holds the designations of Registered Investment Advisor, Certified Annuity Specialist (RIA), Certified Estate and Trust Specialist (CES), Certified Fund Specialist (CFS) and Retirement Income Certified Professional (RICP). Blair established Wealth Solutions with a primary objective of making a noteworthy positive change in the lives of individual investors, families, and owners of small businesses. He has been active in the finance sector for more than 20 years.
Mr. Blair’s life has mostly revolved around education. His grandmother, mother, and wife were all teachers, and, therefore, he directly learnt how teaching can boost an individual’s knowledge and confidence. He has since combined the knowledge of instruction and his natural finance skills to help his clients in planning their finances and investments. Richard has sharpened his knowledge through years of experience in retirement strategizing and focuses on assisting his clients in making appropriate plans for their retirement.