Financial Adviser, Richard Blair, brings his unique ethic and expertise to Austin, Texas through his company, Wealth Solutions. Blair hopes to make a difference in the lives of individuals, families, and small businesses. His belief is that everyone deserves a chance to have access to a solidified and stable financial plan.
Wealth Solutions, in business since 1994, is an investment advisory firm and operates as a Registered Investment Advisory or, RIA, firm. Following a detailed and comprehensive three pillar program, Wealth Solutions provides the Austin community with wealth management services and retirement planning. These three steps help the firm to discover each o341f their clients financial situation and retirement needs.
The first pillar aids the client in creating a financial road map, identifying the strengths, goals, areas of risk, and opportunities to grow. The second pillar incorporates a long-term, strategical approach to meet the client’s investment needs. By reallocating and managing a client’s assets, Blair is able to ensure maximum portfolio performance for each client as well as reducing the impact to the investment during down market periods. Pillar three involves the client’s insurance needs, including long-term care, life insurance, and annuities.
Richard Blair’s passion for helping people and teaching them how to manage their finances stems from his family’s history in the teaching profession. Blair’s wife, mother, and grandmother, all teachers, instilled in Blair the passion for aiding those who may not know how to help themselves.
Blair graduated from college in 1993 and immediately entered into the financial services industry. Soon after is when he began Wealth Solutions as his own independent firm. This was to enable Blair to provide clients with unbiased and objective advice. With his methods, he helps clients avoid the common pitfalls of money management and provides strategical advice for successful retirement income planning.
According to Crunchbase, Richard Blair Wealth Solutions is certified in investments, taxes, annuities, estate and trust, funds, and retirement income. He is an independent adviser, therefore, he doesn’t have any conflicts of interest or proprietary products. Since he is independent, he has the freedom of choice with a wide range of products and services.
Committed to meeting each of his clients unique needs, Blair works exclusively with his community of Austin and surrounding areas, including Houston, Bastrop, Marble Falls, Georgetown, and New Bradenfels. Because of this local exclusivity, he is able to give clients a personal experience by meeting face-to-face and building long-lasting and trusting relationships.