WSI (Wealth Solutions, Inc) is a registered RIA (Registered Investment Advisory) firm that provides personalized, owners of small business, comprehensive financial planning that is comprehensive to individuals who are affluent, and families in Austin and its surrounding areas. This includes New Braunfels, Georgetown, Marble Falls, Bastrop, and Houston. Learn more: https://www.crunchbase.com/person/richard-blair
Wealth Solutions founder is Richard Blair, an IAR (investment adviser representative) with an experience of more than two decades in the industry of financial services. Wealth Solution offers Investment Advisory Services. Products and services of insurance are sold and offered through appointed agents and individually licensed in all the appropriate jurisdictions.
This policy was adopted by Wealth Solutions, with the recognition that protecting the security, and privacy of the personal information that is nonpublic, they obtained about their clients is a responsibility that is important. Learn more: https://www.brightscope.com/financial-planning/advisor/218993/Richard-Dwayne-Blair/
Wealth Solutions knows that their clients expect to receive service efficiently and accurately. That’s why they are collecting and maintaining certain personal information that is nonpublic about their customers.
Information That Wealth Solutions Collects
The information that they collect about their clients includes social security number, address, and their names. The clients usually provide this information on applications or other forms.
They can also get this information through communication, with the client or the client’s authorized representatives, like an accountant, attorney, etc., they collect information about their client’s transactions and brokerage accounts. The law permits Wealth Solutions disclosing the nonpublic personal information about their client to agencies of government and other third parties.
About Richard Blair
Blair loves the world of education. His passion for the world education came from being surrounded by the experience of teaching. His grandmother, wife, and mother were teachers, and through them, he witnessed how teaching helps to grow knowledge and confidence. Learn more: http://ianjenkins.net/richard-blair-and-wealth-solutions-that-work/
Blair combined his teaching experience with his natural finance gift, and he realized that he could help people in investments planning and financial. In 1993, after graduating from college, he ventured into financial services industry. He founded Wealth Solutions in the year 1994, which is a firm that is independent.