The Wealth Guardians

Directions Website

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 endorsement 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

🕚🕚Timing is critical in just about everything we do, and in it’s no different. Timing may make or break the goals you’...
10/20/2026

🕚🕚Timing is critical in just about everything we do, and in it’s no different. Timing may make or break the goals you’ve worked decades to achieve. So how can timing in the markets, or the “sequence of returns” on a portfolio, affect one’s retirement?

The answer may surprise you!

🔗 Check out our free guide at https://bit.ly/4eaNhUW for more information! No email required.




10/20/2026

A new book brings a fresh perspective to the retirement conversation. 📖

On this past weekend's episode of The Wealth Guardians Radio Show, Brice sits down with Kristin Johnson, a Triad keynote speaker and longtime friend of The Wealth Guardians, to discuss her book, I'm Available, and its connection to retirement planning.

Listen to the episode and consider how Kristin’s ideas might relate to your own plans for retirement.

10/19/2026

10/16/2026

What can the book "I'm Available" bring to a conversation about retirement planning? Brice is sitting down with author Kristin Johnson to discuss her new book and how its ideas can apply to retirement planning. Listen in for a conversation that connects Kristin’s perspective as an author and speaker with the decisions people face as they prepare for retirement. Listen on WPTI, WTOB, YouTube or wherever you get your podcasts!



For many individuals and families, the months leading up to the holiday season are a time of generosity and reflection. ...
10/15/2026

For many individuals and families, the months leading up to the holiday season are a time of generosity and reflection. It is also a time when charitable organizations often receive a significant portion of their annual donations. Planning charitable gifts before the holiday season can provide additional time to evaluate options and make thoughtful decisions.

▶️Check out our blog at https://bit.ly/4yMAIth for tax efficient giving strategies!

Thank you so much to Melissa and her team at Hunt Insurance Solutions for presenting Medicare Planning last night! Medic...
10/14/2026

Thank you so much to Melissa and her team at Hunt Insurance Solutions for presenting Medicare Planning last night! Medicare can be confusing, and their team did a fantastic job breaking down important information and answering questions. We heard great feedback from everyone and are grateful for their time, expertise, and partnership in helping our clients make more informed decisions about their healthcare coverage.

10/14/2026

What are myths about IRAs and 401ks that you should know? On this episode of The Vault with The Wealth Guardians, Doug Ray and Brice Payne discuss the six most common myths about IRAs and 401ks.

The Wealth Guardians flag made it to Peru! Thank you Donnie for taking us with you on your trip! We hope you have an inc...
10/13/2026

The Wealth Guardians flag made it to Peru! Thank you Donnie for taking us with you on your trip! We hope you have an incredible time!

Rising prices don’t stop when you retire 📈 — and inflation can quietly chip away at your purchasing powerif it’s not bui...
10/13/2026

Rising prices don’t stop when you retire 📈 — and inflation can quietly chip away at your purchasing powerif it’s not built into your strategy. Our latest white paper explores practical ways retirees can help protect income️, structure withdrawals wisely, and plan for long-term confidence.

📘 Download your free copy today:
https://bit.ly/4eaNhUW





Address

3554 Clemmons Road, Suite 001
Clemmons, NC
27012

Website

Alerts

Be the first to know and let us send you an email when The Wealth Guardians posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category