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

📈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.

Starting off the week with some positive vibes!
06/01/2026

Starting off the week with some positive vibes!

05/29/2026

On this edition of the Wealth Guardians Radio Show, Garrett Ray and Brice Payne discuss why spending during retirement is harder than it sounds for many retirees. Tune in for this weekend’s show as they talk about reframing your thinking and enjoying the retirement you’ve saved for.

Find us on your favorote podcast platform!

Squeak-easy! 🤣🤣🤣🤣
05/29/2026

Squeak-easy! 🤣🤣🤣🤣

Some dog history for you

🐾🐾We're partnering with SpayKind for our annual supply drive! Paper towels and puppy p*e pads needed! 🐾🐾We’ll be collect...
05/27/2026

🐾🐾We're partnering with SpayKind for our annual supply drive! Paper towels and puppy p*e pads needed! 🐾🐾

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.


Retirement changes more than your schedule — it changes the way you should think about investing.Understanding different...
05/27/2026

Retirement changes more than your schedule — it changes the way you should think about investing.

Understanding different investment styles can help you make smarter decisions about growth, income, risk, and protecting what you’ve worked so hard to build. Whether you’re nearing retirement or already there, this article can help you gain clarity and confidence about your financial future.

Read the full blog here:
https://bit.ly/4tTeIK5



05/27/2026

Do you know what your income tax bracket is compared to your effective tax rate? Does it even matter? On this episode of The Vault with The Wealth Guardians, Garrett Ray and Brice Payne use a theoretical case study to demonstrate the differences.

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3554 Clemmons Road, Suite 001
Clemmons, NC
27012

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