Investment advisory in most financial or investment organizations is the unit that usually links investment professionals in Portfolio Management and Investment Research (central asset management unit) to relationship managers. It also links to the important clients of an asset management organization.
Investment advisers are tasked with the responsibility of explaining expert investment ideas to their clientele both internal and external and recommend sufficient investment solutions.
They are also supposed to identify the client’s wishes and needs or those of the relationship managers and take them back to the central asset management unit. In the United States, investment advisers are supposed to be registered with the SEC.
Wealth Solutions is one of the fully registered firms that is capable of offering personalized and comprehensive financial planning. This firm normally offers its services to individuals, rich families and small enterprise owners in Austin, Texas.
According to WealthMinder, It also operates in other areas like Houston, New Braunfels, Bastrop, Marble Falls and Georgetown. Richard Blair Wealth Solutions was founded by a financial adviser by the name of Richard Blair, CAS, RICP, CES, CFS. He is a registered financial adviser and has over 20 years experience in the financial services industry.
This firm believes that the financial strategies put forward should always be ready to adapt to changes that are common in the financial markets. It seeks to offer dynamic but conservative investment solutions.
About Richard Blair
Richard Blair is a registered financial adviser and the founder of the Wealth Solutions Incorporated firm found in Austin, Texas. His aim of founding the firm was to bring a significant and positive difference in the lives of small business owners, families and individuals.
He has a passion to the education world as he had a firsthand experience in it. His grandmother, mother and wife were all teachers by professional and he is a witness of how teaching imparts confidence and knowledge in an individual.
Blair has a natural talent in finance and combining it with this experience made him realize that it was possible for him to assist other people in financial and investments planning. Richard Blair ventured into the financial services industry in 1993 after graduating from college.
He proceeded to found Richard Blar Wealth Solutions, an independent firm, meant to offer objective and unbiased advice to clients without any conflict of interest.
He has sharpened his experience and knowledge over the period in the retirement planning area. He specializes in helping his clients in reducing the gap between retirement planning and living in it. This is usually by avoiding common pitfalls and prescription of working strategies.