Richard Blair, the Proprietor of Wealth Solutions, is a highly qualified finance and investment advisor. Apart from his degree in finance from the University of Houston, he has certification in other specialties.
Blair is a Certified Annuity Specialist, Certified Fund Specialist, Certified Income Specialist, and a Certified Tax Specialist. He is also a Retirement Income Certified Professional. His qualification and his long years of experience position him as the go-to financial advisor and manager.
Richard Blair drew his inspiration to begin financial advisory services from his family. His grandmother and his mother were teachers. From them, he observed that teaching enhanced confidence and knowledge. He wanted to help people to make better financial decision and investments. He wanted to make a difference in the lives of the residents of Austin, Texas, the same way his family members were doing as teachers.
In 1994, a year after graduating from university, he opened his firm, Wealth Solutions. The firm has offices in Austin, and it mostly serves local clients. The services that the firm offers can be summed to financial planning, investment advisory, services, and wealth management.
The firm, in which Richard Blair is the chief investment officer, has a reputation for giving quality advice to grow clients’ investments and better prepare for retirement. He also works with retirees to help them manage their retirement finances. It offers services to individuals from all social classes, small to medium size businesses, and corporations.
Wealth Solutions has a team of highly qualified employees. Some of them are Vashanti Mehta, Kathleen Neck, and Karen Mosich. The firm has an annual return of about $440,000.
Richard Blair’s firm applies a three-pronged strategy approach. They discuss with the client and come up with a financial plan to suit the needs of the client. They then look for long-term means of achieving the plan. Lastly, they look into how the client and the investments can be insured. So committed is Richard Blair to the success of his clients that he works with them until they achieve their dreams of financial security.
Richard Blair, who is married to his wife Joanne, enjoys riding bikes when not focusing on his work at Wealth Solutions. He has three children, and he loves going on family vacations. He also plays golf. Just like Blair’s grandmother and mother, his wife is a teacher.