The Wealth Guardians

The Wealth Guardians The Wealth Guardians is a holistic financial advisory firm and we specialize in retirement income planning. We serve clients all over the Piedmont Triad.

We’ve been in business for over 25 years and we have offices in Clemmons, Greensboro and Charlotte. The Wealth Guardians have been serving the retirement needs of the Charlotte and Winston-Salem regions for more than 25 years. Disclaimer: Investment advisory services offered through Alphastar Capital Management, LLC, a SEC-registered investment adviser. SEC registration does not constitute an endo

rsement of the firm by the SEC, nor does it indicate that the adviser has attained a particular level of skill or ability. Fixed insurance products are offered through The Wealth Guardians, and Alphastar Capital Management is not involved in the offer, recommendation, sale or management of commission-based fixed Insurance products. Alphastar Capital Management and The Wealth Guardians are separate and independent entities. This is for informational purposes only and is not intended as legal, tax or investment advice or a recommendation of any particular security, investment product or investment strategy

During retirement, summer often brings more opportunities for travel, gatherings, and outdoor activities. Advance planni...
06/11/2026

During retirement, summer often brings more opportunities for travel, gatherings, and outdoor activities. Advance planning, including setting budgets and expectations, can help you stay on track financially while still getting the most out of your summer plans. Check out our latest blog at https://bit.ly/4oeQJUt for tips on avoiding common seasonal spending pitfalls.

06/10/2026

Trying to double your money and want to know how long it will take you to do so? On this episode of The Vault with The Wealth Guardians, Garrett Ray introduces you to The Rule of 72 - what it is, how it's calculated, and some potential weaknesses of the rule.

06/09/2026

Don't retire until you've put a financial plan in place!

06/09/2026

You had questions, the guys had answers! Check out this past weekend's show where Doug and Brice answered listener submitted questions. You never know... they may have answered a question YOU have!

06/05/2026

We're collecting donations through June 8th!

🐾🐾This year we are excited to partner with SpayKind for our annual supply drive! Paper towels and puppy p*e pads needed! 🐾🐾

SpayKind is an animal welfare non-profit providing low-cost spay and neuter services to underserved pet owners and community cat caregivers in our community. We’re collecting paper towels and puppy p*e pads to help them stock up their surgical suite.

We’ll be collecting supplies through Monday, June 8th. If you’d like to donate, paper towels and puppy p*e pads can be dropped off at our Clemmons location Monday through Thursday, 9am – 5pm, or Friday 9am – 12pm.

We're excited to help this organization in their mission to reduce the euthanasia of adoptable pets by preventing unwanted litters through low-cost spay and neuter services.


're collecting donations through June 8th!

06/05/2026

On this edition of the Wealth Guardians Radio Show, Garrett Ray and Brice Payne open the mailbag and answer listener submitted questions. Tune in for this weekend’s show and see if they answered your question.

Listen Saturday morning at 9:30 on 94.5 WPTI or Sunday morning at 8:30 on WTOB 980AM & 96.7 FM Radio as we navigate retirement planning with you! Or, find us on the podcast platforms.

📈Rising interest rates can create both opportunities and challenges when you are saving for retirement. On one hand, sav...
06/04/2026

📈Rising interest rates can create both opportunities and challenges when you are saving for retirement. On one hand, savers may benefit from higher yields. On the other hand, borrowers may face increased costs. Although balancing these factors while considering your financial goals can be tricky, we have a few strategies to help you out.

Read our latest blog at https://bit.ly/3SgwYQl today!


06/03/2026

Should that $7k contribution you're about to make for this tax year go into your IRA or to your Roth? Why can't you get a simple answer to this? On this episode of The Vault with The Wealth Guardians, Garrett Ray and Brice Payne try to give an easy answer to this very easy question.

06/02/2026

Ask a financial adviser! We get this question often - what is the point in rolling over a 401K? Listen as Garrett Ray discusses the pros and cons of this strategy.


06/02/2026

Why can spending in retirement feel harder than saving for it? Check out this past weekend's show where Garrett Ray and Brice Payne discussed why some retirees struggle to shift from saving to spending, even when they have steady income coming in.

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3554 Clemmons Road, Suite 001
Clemmons, NC
27012

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