Wealth Solutions has built a legacy as a leading provider of investment advisory services since it was founded nearly three decades ago. The firm is headquartered in Austin, Texas, and it offers innovative investment products that enable its clients to grow and manage their assets prudently. Moreover, Wealth solutions outperform many competitors in helping people protect their wealth against unforeseen circumstances.
Richard Blair, who is commonly known as Richard Blair of Wealth Solutions, is the visionary entrepreneur behind the remarkable performance of the company. The highly experienced businessperson founded the firm in 1994. Since then, he has never turned his back in propelling Wealth Solutions towards becoming an eminent player in the financial industry.
Building the firm rivaling Wealth Solution requires a solid understanding of the demands of the investment advisory industry. Mr. Blair’s vast knowledge in wealth management and retirement plans have given him the outstanding ability to come up with cutting-edge strategies that resonate with customer needs. The mission of Richard is to equip his clients with the capacity to attain their financial goals. Therefore, Blair has developed a three-pillar approach to enable his organization to quickly assess the financial situation of clients which guides the processing of developing investment or retirement plans that sufficiently address their needs.
The First Pillar forms the foundation of the firm’s service delivery. Precisely, the pillar is fundamental in assisting a client chart a financial path. To identify a financial roadmap, clients need to understand their goals properly. This means they need to know their strengths, opportunities and risks; hence, Pillar One addresses these perspectives, giving customers the muscle to choose a clear financial road to follow.
Pillar Two is framed to help Wealth Solutions to develop viable strategies that perfectly match the goals of the clients that were brought out by Pillar Two. The investment goals and liquidity needs of the customer form the basis for developing long-term strategies.
Finally, Pillar Three addresses the insurance needs of clients. The three Pillars play a central role in helping Richard Blair maximize the returns of clients’ portfolio during peak market seasons at the same time reducing shocks in the recession period.
About Richard Blair
Richard Blair possesses over two decades experience in financial service. Upon graduation in 1993, Blair did not spend much time working for other people; he launched Wealth Solutions in 1994 as a private company to offer professional and customized financial advice. Since then, he has made great strides in helping his clients plan their retirement. Richard holds several coveted certifications in the financial industry.
Connect with Richard Blair on LinkedIn.