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 located in the community of Pflugerville northwest of Austin, Texas. Richard’s team includes Human Resources and Special Projects, Kathleen Neck; Director of Operations, Vashanti Mehta; and Executive Associate, Karen
Meet the founder, Richard Blair:
Chief Investment Officer
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®...
Human Resources / Special Projects
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...
Director of Operations
Vashanti "V" is the one with the British accent. Originally from Britain but has been living in Austin for the past 24 years. Her background is in banking, currency and investment and has been for the past 20 years and is very much...
Karen joined the Wealth Solutions team in May of 2015. She is very customer service oriented, with a background as a Hotel Sales Manager and Client Service Associate.