Wealth Solutions, Inc. is a Registered Investment Advisory firm that provides comprehensive financial planning and individualized service to affluent individuals, families, and business owners. Founded by Richard Blair, the firm’s wealth management team has over 25 years of experience and multiple certifications. Clients receive personalized financial plans that are tailored to suit their unique circumstances and objectives. The wealth management team is there to protect clients’ interests and not theirs. To ensure that your assets are protected, you’ll want to meet your financial adviser before you hire a firm to handle your affairs.
FactSet provides integrated research and content that can be used to assist wealth managers and financial advisors in optimizing their portfolio holdings. Its powerful analytics and dynamic reporting tools enable users to make informed decisions that maximize their clients’ investments. Its interactive, voice-driven screener makes it easy to filter portfolio holdings. Integration of client portfolios is possible with turn-key solutions. FactSet also provides turn-key services and integration with other investment platforms. FactSet offers integrated solutions as well as customized investment and business management services.