Richard Blair of Wealth Solutions Inc., is one of the most prominent professionals in the financial and assets management industry. He is the founder and the Chief Investment Officer of Wealth Solutions which is headquartered in Bee Cave, Texas. His job involves getting paid to give consultation on securities or to manage investment portfolios on behalf of his clients.
What makes him an industry leader is the fact that he has passed 7 Exams certifying that he is very knowledgeable when it comes to investments management. His clients entrust him to give sober advice because that is what he has been doing for over 25 years now.
Blair started Wealth Solutions in the year 1994. This was after being employed for a few years. His goal was to start a business that would help people make profitable investment decisions so that when they would have enough to sustain them after their retirement. He is interested in providing unbiased advice so that his clients can mutually benefit.
His firm Wealth Solutions operates as a Registered Investment Advisory Firm. It is reputable for offering customized investment services. This is after the expert team of Wealth Solution identifies the current situation of individual clients and matches them with their end expectations. The company is ran through three main principals, which the company refers to as pillars. These pillars include;
Drawing a Plan
When you come to Wealth Solutions, looking for investment advice, you will be assigned to a highly-skilled team of investment gurus. They will try and assess tour current financial standing. What do you want? What are your goals? They will then identify the risks and opportunities relating to you investment needs. Also, they will analyze the strengths and weaknesses that you posses. The SWIT analysis is what will guide them to drawing a specific plan for you.
Developing Long-Term Strategies
Richard Blair’s Wealth Solutions is concerned with more than just the short-term. They want to ensure that you have a sustainable plan for success. To this end, Richard Blair himself oversees the development of a long term strategy. He sees to it that all factors are considered and that your investment will have all it requires to beat the negative market forces.
The last step is catering for insurance. Blair will ensure that you are adequately insured. From life insurance to redemption way after you have retired.