Wealth Solutions is based in Austin, Texas, and it is an Investment Advisory firm. The firm offers services such as: wealth management, financial planning, and retirement planning. Wealth solutions strives to provide all-inclusive financial planning to individuals and business owners in Austin and surrounding areas. The firm was founded by Richard Blair who is an investment adviser representative with over 20 years of experience in the financial services industry. Wealth Solutions believes that it is important to stay current with the changes that occur in the financial markets, so the company strives to do just that. The firm continuously seeks out opportunities to provide investment solutions that allow their clients to participate while minimizing risk. Wealth Solutions offers an Asset Preservation service that allows individuals to manage and preserve their assets. There are many resources that one may find with Wealth Solutions. These resources include: retirement, investment, estate, insurance, tax, money, and lifestyle. The retirement resource that is offered by Wealth Solutions provides steps for individuals to potentially accumulate money to pursue the preferred retirement activities. Individuals may also create an investment strategy pursue risk tolerance, time horizon, and goals. One may manage their personal affairs as well as protect loved ones from the financial consequences that result from an unexpected event. If individuals utilize the tax resource, they have the potential to better manage their overall tax situation. Lastly, the lifestyle resource allows one to create a balance between work and leisure through the different lifestyle matters. The Wealth Solutions team is committed to building relationships with their clients in hopes of navigating their changing and complicated path to retirement. Wealth Solutions works to protect the privacy and security of the nonpublic personal information of all clients.
Richard Blair is the founder of Wealth Solutions. He is an Investment Advisor Representative, Certified Annuity Specialist, Certified Estate and Trust Specialist, Certified Fund Specialist, Certified Income Specialist, Certified Tax Specialist, and a Retirement Income Certified Professional. Richard has over 20 years of experience in the financial services industry. Blair often works with individuals, families, and small business owners who are not sure how to manage the assets that they have accumulated throughout their career.
Richard focuses on offering wealth management strategies to help clients build and protect their wealth. Richard Blair’s number one goal is to provide advice and retirement, investment, and wealth preservation strategies to help clients accomplish their goals. Learn more: https://datafox.com/wealth-solutions