Wealth Solutions: Providing Investment Services
Operating as a Registered Investment Advisory Firm, Wealth Solutions has been providing investment services to the residents of Austin.
Richard Blair of Wealth Solutions is the man behind the idea of providing various services that assist their clients in building wealth. He believes that all the customers and the residents of Austin should have a solid financial plan if they are to attain their dreams. That is why he strives to provide people with plans that would help them live a comfortable life.
The Company has developed a process that allows them to meet the needs of their clients. They have a three pillar process that includes:
Pillar one: the team helps their clients to identify their goals, strengths, weaknesses, and opportunities that they have. This helps them to gain an understanding of their client’s financial situation. After that, they design a roadmap.
Pillar two: they will help the clients to develop a long-term strategy which will help them attain their goals. The plan is designed specifically to cater to the investment needs of the clients. Richard Blair is responsible for managing the client’s portfolio.
Pillar Three: Wealth Solutions provide insurance that will protect the client’s investments.
Wealth Solutions Company offers services in three categories:
Wealth Management: involves creating an investment portfolio based on the customer’s needs
Financial planning: this involves creating short and long term goals
Retirement planning: the team helps the clients to prepare goals
About Richard Blair
Richard Blair is the founder of the Wealth Solutions Company. His goal for creating the Company was to provide services that will make significant changes to the lives of the residents of Austin.
His desire for education and finance is what shaped his career. After graduating college, he ventured into the world of finance in 1993. Unlike most of the people, Richard took the less trodden road and established the Wealth Solution Company in 1994. The primary goal of establishing the Company was to provide personalized services to his clients.
Richard has developed a vast experience in financial planning. The skills have equipped him with the confidence to advise his clients on wealth management. Richard helps his customers to bridge the gap by providing strategies for retirement planning.
Richard has accomplished a lot in his career and received various certifications. He is a Certified Annuity Specialist, Certified Fund Specialist, Certified Tax Specialist, Certified Estate and Trust Specialists, Retirement Income Certified Professional, and Investment Advisor Representative.