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.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Yours, Mine and Ours: Estate Strategies for Second Marriages
Second marriages are a trigger event to revisit any existing estate strategies.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
An increasing number have been developed to help individuals with their personal finances.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
A change in your mindset during retirement may drive changes to your portfolio.
Understanding the value of a home warranty.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to better see the potential impact of compound interest on an asset.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
A special needs trust helps care for a special needs child when you’re gone.
It's easy to let investments accumulate like old receipts in a junk drawer.
Women must be ready to spend, on average, more years in retirement than men.
$1 million in a diversified portfolio could help finance part of your retirement.