Richard Blair, the founder and Chief Investment Officer of Wealth Solutions RIA, is committed to providing the best financial solutions to his clients. His decades of experience and exposure to investments helping him in providing the suitable solutions for different customers according to their needs. Wealth Solutions RIA is an Austin-based investment advisory firm with years of proven performance records.
According to Biz Journals, the clients of Richard Wealth Wealth Solutions find an advisor and resourceful partner in Richard Blair, and he has several industrial certifications such as CFS, CES, RICP, and CAS, in addition to his 25 years of experience. He believes that everyone should have a financial plan to meet their goals, and he helps his clients especially in wealth management and retirement planning.
Under Richard, Wealth Solutions follows a three pillar comprehensive approach in understanding the clients’ needs and financial situation. In pillar 1, the firm tries to understand the goals, strengths, growth opportunities, and risk tolerance of each client to formulate a suitable financial roadmap. In pillar 2, a long-term strategy according to client’s investment need is created.
It would be customized to reflect the client’s liquidity needs and their investment targets. Depends on the market performance Richard manages the assets between market and fixed income options to provide best results to the client. In pillar 3, Richard Blair helps the clients to meet their insurance needs after strategizing a financial plan for them. This part includes a mixed investment of annuities, life insurance, and long-term care.
His commitment to the customers can be drawn from his goal of bringing a positive change in in the lives of individuals, families, and small business owners. He always acclaims his passion to education world as he comes from a family of dedicated teachers.
His grandmother, mother, and wife were teachers, and he approaches each client with an education mindset to understand their needs and responding with the solution. His teaching background has helped him explain complex financial solutions and its performance outlook in a simplified manner.
When it comes to education, Richard completed graduation in Finance and Financial Services from the University of Houston. He started his financial career in the year 1993. The next year, Richard founded Wealth Solutions to offer unbiased and dedicated financial advising services to the working class and small entrepreneurs.
He specialized in providing practical financial solutions for retirement and has a number of trusted clients for years. Currently, he offers the best-in-class services in wealth management, financial planning, and retirement planning and specializes in asset protection and advisory services.