Wealth Solutions offers services that allow you to grow, manage, and protect 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 Austin and the surrounding areas, including Houston, Bastrop, Marble Falls, Georgetown and New Braunfels. The firm’s founder Richard Blair, CAS®, CES®, CFS®, CIS®, CTS®, RICP® is an investment adviser representative with more than 20 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.
What the New Tax Bill Means for You
What does the Tax Reform and Jobs Act mean for you?
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
How long does a $20 bill last?
The year’s end is the perfect time to do these 12 things.
A four-step framework for building a personal legacy.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Beware of these traps that could upend your retirement.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator can help you estimate how much you should be saving for college.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
Investors seeking world investments can choose between global and international funds. What's the difference?
A special needs trust helps care for a special needs child when you’re gone.
If you died, what would happen to your email archives, social profiles and online accounts?
Taking your Social Security benefits at the right time may help maximize your benefit.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.