Wealth Solutions is a duly certified investment advisory firm specializing in wealth management, retirement planning, and financial planning.
Wealth management involves creation of a portfolio to allow appropriate diversification based on clients’ needs. Portfolio creation includes traditional and alternative investment approaches. Richard Blair believes that the key to success in wealth management is collaboration.
Over the years, Mr. Blair has learned that clients have personalized and unique investment goals. They also seek advice from investment advisory firms that they can trust. Furthermore, clients need personalized solutions but not generic products.
Under financial planning, Wealth Solutions helps clients in formulating short and long-term investment strategies. The process involves the evaluation of assets value, liabilities, and financial position. Additionally, it also includes the analysis of clients’ retirement plan. Notably, financial planning is not limited to property planning and retirement, but also involves college planning.
People need to understand that retirement is as necessary as employment life. As such, Wealth Solutions regards retirement planning as an important aspect that should not be dealt with later in life. Although most of Richard Blair’s staffs have accumulated a lot of wealth, only a few of them can develop an effective retirement plan. Nonetheless, Mr. Blair works round the clock to help them understand how to develop effective retirement plans to maintain their lifestyle after retirement.
Richard Blair is a financial advisor with over 24 years of experience in the finance sector. He is a Certified Financial Planner as well as an Investment Advisor.
As a financial advisor, Richard Blair provides investment advisory services to Wealth Solution’s clients. He takes pride in helping others achieve their financial goals.
Richard Blair founded Wealth Solutions to help make a difference in the lives of small-scale business owners and high-net-worth individuals. Having born to a family of educationists, Richard Blair is always drawn to the world of education. Mr. Blair combined his extensive experience in teaching with his natural aptitude for finance in developing investments and financial plans.
After realizing that financial advisory industry was a low-to-barrier-entry industry, he immediately ventured into it after graduating from college in 1993. In 1994, Blair founded Wealth Solutions to provide objective and unbiased financial solutions.
Throughout his career, Richard has honed his experience and knowledge in retirement planning as he strives to bridge the gap between retirement planning and living in retirement. According to Bright Scope, Richard Blair Wealth Solutions help clients to avoid common financial mistakes.