Richard Blair of Wealth Solutions recently offered his outlook on investment strategy. Through Wealth Solutions, Blair offers customized financial planning to high net worth individuals, families, and small business owners.
From his offices in Austin, Texas, he helps other residents of Austin as well as surrounding communities such as Houston, Georgetown, and Marble Falls. Richard Blair has earned a number of financial accreditations including RICP, CAS, CFS, CTS, and CES.
Blair believes that as markets change over time the investing strategy that you employ needs to change along with them. His outlook is to manage your investments in such a way that they participate in those periods that are markets are going while limiting downside risk when markets inevitably decline.
He has said that he recognizes the goals that his clients have while they are saving for retirement as well as how they look at risk as they near and then enter into retirement. Most of his clients seek to have a steady income during retirement from their investments, want to preserve their wealth, and pass on an inheritance to their families and others.
Blair earned his Bachelor’s Degree in Finance and Financial Management Services from the University of Texas in 1993. He now has over 20 years of experience as a financial adviser and is recognized in Austin as one of the leading one of the premier financial advising firms in Wealth Solutions.
His interest in advising others on their wealth developed from being exposed to the world of education in his youth due to his mother and grandmother, and then his eventual wife, being teachers. He founded Wealth Solutions in 1994 when he was just a year out of college.
According to Crunchbase, Richard Blair Wealth Solutions goal with every client is to offer his clear, unbiased, and objective investment advice for their retirement goals and aspirations. Throughout his career he has developed extensive knowledge about the subject of retirement and how to approach each stage that a client is is in whether it is accumulating assets, preserving assets, and eventually being able to live off their investments.
He has learned what the pitfall are surrounding investing and how to navigate his clients around them.