Broker Check

Team

Based in Austin, Texas

The Wealth Solutions team is committed to building lasting relationships with their clients. They are passionate about their business, honest with their clients, and uncompromising in their pursuit of excellence. They can help clients navigate a complicated and ever-changing path to retirement. Firm founder Richard Blair operates as his clients’ personal Chief Investment Officer, making sure that their most important financial concerns are dealt with appropriately and expediently.

Wealth Solutions is conveniently located in the beautiful hill country of Bee Cave located west of Austin, Texas. Richard’s team includes Human Resources and Special Projects, Kathleen Neck; Director of Operations, Vashanti Mehta; and Executive Associate, Karen Mosich.

Meet the founder, Richard Blair:

 
Richard Blair is an independent financial advisor, a Certified Annuity Specialist® (CAS®), a Certified Estate and Trust Specialist® (CES®) a Certified Fund Specialist® (CFS®), a Certified Income Specialist® (CIS®), a Certified Tax...

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Kathleen Neck

Human Resources / Special Projects

(512) 600-9880

Kathleen Neck is originally from the Acadian area of south Louisiana “Laissez le bon temps rouler!” and now lives in Richmond, Texas with her husband. She began and still holds a part-time position with the company and at...

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Vashanti "V" is the one with the British accent. Originally from Britain but has been living in Austin for the past 18 years. Her background is in banking, currency and investment and has been for the past 14 years and is very much...

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Karen is very customer service oriented, with a background as a Hotel Sales Manager and Client Service Associate.Karen is from Southern California, but has happily lived in Austin for the past 10 years. Her interest are spending time...

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