Wealth Solutions and Richard Blair; Winning Financial Combination

Richard Blair attended the University of Houston and got his Bachelor’s degree in finance and Finance and Financial Management Service, before forming Wealth Solutions. Richard has always had a natural gift for finance and a passion for the world of education, owing to his firsthand knowledge and experience with teaching. His grandmother, mother, and wife all were teachers and from them learned how an education can empower others and increase their knowledge. His financial background and ability helped him in forming Wealth Solutions, so he could help others with their investments and retirement planning.

 

Wealth Solutions is a Registered Investment Advisory Firm helping small businesses, families, and individuals with personal financial planning. Sometimes there is confusion as to where and what to do with financial planning, and a professional can help take the guesswork out of it. Wealth Solutions not only advises, and helps people with protecting their assets, they also offer a learning center where an individual can sign up to receive weekly, monthly, or quarterly e-mails that help educate more on taking care of wealth management and having a better working relationship with client-advisor.

Richard Blair of Wealth Solutions follows a three pillar approach when dealing with clients and they are:

 

The First Pillar: Laying out the plan for what a client wants by identifying the strengths, goals, risk tolerance, and opportunity for growth to determine which road to take. This pillar helps in a client and Ricard building a strong and long relationship, by understanding of what a client’s goals, concerns, and lay out clear expectations.

 

The Second Pillar: This pillar is where Richard lays out a client’s long term investment strategy, based on the client’s liquidity needs and goals. He personally manages and allocates differently assets to help in getting maximum performance during upward market movement while minimizing the effect of negative market periods on a client’s portfolio. Performances are closely monitored and compared to client or company expectations, model and individual goals, and historical data.

 

The Third Pillar is once a client’s goals and strategies are established to provide acceptable growth and liquidity, Richard will go over insurance needs with a client. Client’s, and small businesses cannot always predict what will come with the future, so Richard assists in finding the right coverage, long-term care insurance, and annuities. Financial planning doesn’t have to be difficult. Having Wealth Solutions and Richard Blair on your side, can help in navigating your finances.

 

 

 

Laidlaw & Company Investment Building Wealth with Intelligence

Finding a reliable wealth management firm can be difficult. Many are geared toward the higher end clients and don’t have solutions for “normal” people looking to grow their wealth. Laidlaw & Company is a boutique investment firm with a sharp eye on the common investor. They bank on their 170 years of experience to help businesses and individuals find their niche in the financial markets. Building wealth is much easier with a guide who has over 150 employees and has built valuable relationships with throughout the United States and Europe. They have a keen understanding of what the best direction for your investment is going to be.

When it comes to satisfying their corporate clients, Matthew Eitner has shown the ability to raise capital to help finance deals by making good use of their retail sales force. This organization will fan out across the globe and seek out the right investors to match with your companies plan. This allows flexibility and strength to their corporate clients and provides them with the freedom to grow. The company has built a culture that is built on relationships. When you work with a representative there, they show their work ethic and build trust with you. That is how you know that they are working for my best financial interests. The sales offices leave no stone unturned as they search for solutions for gathering assets for each of their valuable clients.

Laidlaw & Company is looking to help client’s preserve and build wealth through a simple plan of diversification and asset allocation. They are determined to inform, educate and perform in order to allow wealth to grow in a responsible and consistent manner. Investors will be able to build wealth and maximize their return on the initial investment. This is because the mission of the company to grow the wealth of their clients to the highest potential possible.

Learn more about Laidlaw & Company and their executive team here: