About Richard Blair
Richard Blair is an investment advisor with sufficient assets registered with the Securities and Exchange Commission (SEC ) also known as the Registered Investment Advisor or RIA. Often, investment advisors have a level of discretionary authority that allows them to serve clients without having to obtain formal permission before executing an action. Richard Blair founded Wealth Solutions aiming to make a significant and positive difference in the lives of individuals, families and startup businesses.
As the financial advisor for Wealth Solutions, Richard Blair has over 24 years of experience. He is a licensed Investment Advisor and Certified Financial Planner. As an Investment Advisor, Richard advises Wealth Solutions regarding securities within finances. Contrary, as a Certified Financial Planner, he is responsible for drafting the company’s financial plan and overseeing its implementation. Additionally, he helps individuals accomplish their financial goals. Blair’s contribution towards the success of small-scale businesses cannot go unnoticed.
Background information about Wealth Solutions
Wealth Solutions was founded in 1994 to help people overcome challenges involved in financial planning and investments. After graduating from Houston University with a bachelor of finance in 1993, Richard Blair started working in the financing services industry.He founded his independent firm, Wealth Solutions to provide objective and unbiased advice to his clients without any conflicts of interest.
Wealth Solutions Inc. is a fully registered Investment Advisory Firm based in Austin, Texas. The firm provides comprehensive and personalized financial planning. The company’s objective is to seek opportunities that offer dynamic and conservative solutions in investments. These solutions are meant to assist clients in taking part in the upside while looking for ways to minimize the risks involved. Here are the core services offered by Wealth Solutions;
• Wealth management services
Wealth management services include the creation of an investment portfolio that allows proper diversification based on the client’s individual needs and goals.
• Financial planning and retirement planning
According to Richard the right key to successful in wealth management is collaboration. He recommends consideration of client’s short-term and long-term objectives during the implementation of a financing plan. Furthermore, retirement planning is a highly regarded aspect by Wealth Solutions.