Wealth Solutions is the company that was founded by Richard Dwayne Blair and it puts his comprehensive financial knowledge to work for his clients. He has developed great expertise in the areas of retirement planning and wealth management that enable people to enjoy a peace of mind knowing that their assets are growing and protected. The financial acumen that he employs has been refined over the years so that his skills can be a difference maker.
The financial plans that Blair helps his clients put in place are based on a Three Pillar approach that takes key factors into consideration. Different stages of life are also carefully deliberated so that every milestone can be approached with a minimum of stress. It’s comforting for clients to know that he’s carefully analyzed their particular situation and sound financial plans are in place.
Richard Dwayne Blair is a firm believer that everyone should have a financial roadmap that is uniquely designed for them. This is exactly what he sets out to do with this First Pillar. During this phase, he builds a relationship with the client and helps them determine their goals. He also spends time helping them decide how much risk is appropriate for their situation.
The power of long-term investing is foundational to any plan for building wealth and this is the Second Pillar. This is implemented in line with the client’s risk tolerance and their liquidity needs. Blair is an active manager with great experience in maximizing returns when market conditions are favorable. He is also adept at defensive strategies that help protect portfolios when the market turns down.
Finally, the Third Pillar concerns actually putting custom plans in place and monitoring performance. Blair uses different metrics for this and they include client expectations and comparison to benchmarks to name a couple.
Richard Dwayne Blair has been making a difference in the financial lives of many in the Austin, Tx. area and its surroundings. He has been inspired by the teachers in his family and enjoys doing the same in the world of wealth management. He founded Wealth Solutions in 1994 to provide a higher quality of service to his clients.