Wealth Solutions offers services that allow you to grow, manage, and preserve your assets. Clients find a partner in firm founder and advisor Richard Blair with whom they can effectively manage their financial resources.
Take the guess work out of retirement. Individuals who do not have the time or experience, wealth management can be daunting. Collaborating with a financial advisor can help demystify the confusing elements of wealth preservation.
Wealth Solutions Learning Center
Enroll and receive weekly, monthly, or quarterly emails from our Financial Education Series. Continuing education is key to a successful client-advisor relationship. Take an active role in your wealth management by signing up today.
Holistic Retirement Planning Services in Texas
Wealth Solutions, Inc. (WSI) is a Registered Investment Advisory Firm providing personalized, comprehensive financial planning to affluent individuals, families, and small business owners in the surrounding areas of Austin and Houston. The firm’s founder Richard Blair, CAS®, CES®, CFS®, CIS®, CTS®, RICP® is an investment adviser representative with more than 25 years of experience in the financial services industry.
The financial markets are always changing and WSI strongly believes financial strategies must change and adapt as well. The firm is always seeking opportunities to provide dynamic, yet conservative investment solutions that allow clients to participate on the upside while still focusing on minimizing risk. As many clients are approaching and planning for retirement, WSI understands the client’s main goal are to preserve their wealth, develop a steady retirement income, and leave a legacy to their heirs. The firm seeks to help its clients develop a comprehensive financial plan that will help them pursue their retirement goals.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Best Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
For homeowners who think their property taxes are too high, there are ways to appeal.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Estate tax laws have changed a few times in recent years. Do you know the new rules?
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator demonstrates the power of compound interest.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator helps estimate your federal estate tax liability.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator can help determine whether it makes sense to refinance your mortgage.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
Even low inflation rates can pose a threat to investment returns.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Taking your Social Security benefits at the right time may help maximize your benefit.
$1 million in a diversified portfolio could help finance part of your retirement.
A special needs trust helps care for a special needs child when you’re gone.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.