Wealth Solutions is a Registered Investment Advisory Firm offering personalized, comprehensive financial planning to affluent families, small business owners, and families in Austin. The company has a high presence in New Braunfels, Georgetown, Bastrop, Marble Falls, and Houston. Financial markets are always changing, and the firm has a strong belief that financial strategies must change and adapt as well. Wealth Solutions is always looking for opportunities to offer dynamic, but conservative solutions that enable customers to take part in the positive aspects while still focusing on reducing risk at the same time.
As most customers are approaching retirement and planning for the same, the company understands that the clients’ main goals are to preserve wealth, develop retirement income, and leave behind a legacy to their inheritors. The company’s core objective is to assist their clients to develop a comprehensive financial plan that can help them in achieving their retirement goals.
Behind every success story of a company, there are people working day and night. One such individual is Richard Blair, the founder of Wealth Solutions. His idea was to make a considerable and positive difference in the lives of small business owners, families, and individuals. His wife, mother, and grandmother being teachers Blair was always fascinated by the education world. He witnessed his firsthand the impact teaching can help one to grow in knowledge and confidence. His desire for education combined with his natural aptitude for finance made him realize he could assist people with financial planning and investments.
Upon graduation, Richard Blair immediately went into the financial service industry in 1993, and in 1994, he founded Wealth Solutions to offer objective and unbiased advice to his clients without conflicting interests. Over the years, Blair sharpened his skills and knowledge in retirement planning. He specializes in assisting customers to bridge the gap between planning for and living in retirement. He provides the clients with retirement strategies in income planning so that they avoid common pitfalls. His main goal is to help them chase their dream of a successful retirement. Blair boasts of over twenty-years of experience.
The company thrives in three main areas namely: wealth management, financial planning, and retirement planning. The Wealth Solution team is committed to building a lasting relationship with their customers. They are passionate about their business and are uncompromising in their pursuit of excellence. The team together with his team works hard to ensure that the financial concerns are handled with appropriateness and expediency. The company is located in the beautiful hill country of Bee Cave located west of Austin, Texas.