Wealth Solutions is an investment management firm based in Austin, Texas with the goal of improving and maintaining the investment portfolios of its clients. The company strives to aid customers in every step of the investment process from deciding upon initial investments to protecting their accumulated wealth. The team at Wealth Solutions helps clients to design investment portfolios that are tailored specifically to their needs. Financial planning can be a difficult, complex process; and the team at Wealth Solutions is well aware of this. That is why they are dedicated to helping their clients understand the complex world of investing. Wealth Solutions seeks to work with, rather than for, their clients during this navigation process, allowing the client a greater understanding of each step of the process.
Wealth Solutions was founded by Richard Blair in 1994 with the goal of educating clients on how on smart investment and wealth management decisions. Blair grew up in a family of educators, and felt naturally drawn to education as a child. He found success when he combined his aptitude for finance and numbers with his draw to educate people on how to maintain their growing wealth.
Blair uses a process he coined the Three Pillar Approach to help clients maintain their wealth. The First Pillar involves sitting down with clients and building a financial “roadmap” by assessing their individual goals, needs, and investing personalities. The Second Pillar is built around the actual process of investing. This is where Blair works with the client to develop a long-term investment strategy and management plan. At this stage, the process is also monitored for maximum success at every turn. The process’ Third Pillar is designed to assure the client of their wealth security through building an insurance coverage plain to counteract any life and market uncertainties.
Blair is an independent adviser who is able to commit himself fully to his clients. He only works with local clients in the Houston/Austin area to ensure client satisfaction through face-to-face interactions, thus allowing for a more personal and practical wealth management experience.