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Expert Financial Services From A Small Firm That Cares About Its Clients

Residents of Bee Cave, Texas and the surrounding communities, including Austin, are fortunate to have Richard Blair of Wealth Solutions as a local investment advisor, since he believes in meeting his clients in person. Blair and his team believe in establishing long-term relationships with clients to meet their investment, retirement and their survivor’s needs.   …
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Expense Ratio And Manager Ownership, The Only ‘Armour’ Against Shortchanging Investors

Eric Lefkofsky’s Achievements

Eric Lefkofsky is the CEO and co-founder of Tempus, which is a technology company that has built a super operating system to be used in battling cancer. Eric is also a founding partner of Lightbank, a company that ventures in fund investment in matters to do with disruptive technologies. On the other hand, he is …
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Talking to clients about social security as an advisor: David Giertz’s Advice