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.
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 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.
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
A look inside the U.S. government's statistics on household net worth.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Calculating your potential Social Security benefit is a three-step process.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Around the country, attitudes about retirement are shifting.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Here’s a crash course on saving for college.
That big list of dreams and goals isn't the only way to look at your bucket list.