Wealth Solutions, Inc. (WSI) offers customized, complete financial planning services for well-off families, individuals, and small business owners in Austin, Texas and the surrounding areas. The company focuses on being able to adapt and change with the times, because their founder, Richard Blair, knows that financial markets always change. By guiding their clients through the murky waters of the financial and investment world, WSI has always provided its clients with solid, dynamic investment opportunities that are low-risk, at the same time. Since retirement is an end goal for most of its clientele, the company helps them to plan accordingly and gives them comprehensive plans that will help them to retain their wealth and even pass it down to their next of kin.
WSI, specifically, offers wealth management, financial planning, and retirement planning. Their wealth management offerings center around affluent individuals who have built a lot of assets but don’t know what to do with them. By putting together targeted investment portfolios, WSI helps these people to hold on to their wealth and grow it as much as possible. The company’s financial planning services helps clients to have a clear plan for the future including retirement. WSI’s retirement planning services don’t simply focus on people in their latter years. Instead, the company helps people plan for every single stage of retirement, including building the wealth in the first place.
Richard Blair is the founder of Wealth Solutions and started the company with the idea of helping people better manage their wealth. He is an independent financial advisor with a spread of certifications that make him an Annuity Specialist, Income Specialist, Tax Specialist, Retirement Income Professional, Estate and Trust Specialist, and so much more. He brings over 2 decades of experience in the financial services field with him, and he truly enjoys the process of guiding people with goal of improving their financial situation.
Richard Blair grew up in an educated home and has spent a lot of his life surrounded by teachers including, his wife, grandmother, and his mother. This has given him a unique perspective into how much an education matters and how it can truly change a person’s life for the better. He, personally, attended the University of Houston where he earned his Bachelor’s Degree in finance. After this, he quickly began working in the financial services industry and has remained there ever since. When he isn’t working, he enjoys spending time with his wife and three children.
Connect with Richard Blair on LinkedIn.