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Asset Preservation

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.

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Advisory

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. 

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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.

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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.

Helpful Content

9 Facts About Social Security

9 Facts About Social Security

There are things about Social Security that might surprise you.

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However exciting retiring abroad may sound, it deserves considerable planning.

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Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

 

A Cheat Sheet for Sending Your Kid to College

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Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

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Assess whether you are running “in the black” or “in the red” each month.

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Enter various payment options and determine how long it may take to pay off a credit card.

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This calculator helps estimate your federal estate tax liability.

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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A presentation about managing money: using it, saving it, and even getting credit.

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Principles that can help create a portfolio designed to pursue investment goals.

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Using smart management to get more of what you want and free up assets to invest.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Strategies

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The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

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What are your options for investing in emerging markets?

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Pundits say a lot of things about the markets. Let's see if you can keep up.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

The Business Cycle

How will you weather the ups and downs of the business cycle?

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

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