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

Happy Monday!
07/20/2026

Happy Monday!

07/17/2026

🤔💲This weekend on the Wealth Guardians Radio Show, Doug Ray and Brice Payne discuss common financial jargon you may have heard and explain the true meaning of these terms. Find us on your favorite podcast platform!


🕥The second half of the year is the perfect time to review your tax situation before opportunities disappear. A mid-year...
07/16/2026

🕥The second half of the year is the perfect time to review your tax situation before opportunities disappear. A mid-year tax checkup can help you identify potential tax-saving strategies, optimize retirement contributions, and avoid costly surprises when tax season arrives.

✔ Review income and withholdings
✔ Evaluate retirement contributions
✔ Assess investment-related tax implications
✔ Prepare for major life changes

The decisions you make today could impact how much of your retirement savings you keep tomorrow. 👉 Read our latest blog and learn how a mid-year tax review can help you stay on track for retirement: https://bit.ly/4vK1D7j



07/15/2026

Do you want to make a contribution to your Roth but your CPA says you make too much money to do that? On this episode of The Vault with The Wealth Guardians, Brice Payne discusses Backdoor Roth accounts... who they're for and how they work.

One of the biggest factors that can affect your retirement plan is . Our guide presents an in-depth look at the importa...
07/14/2026

One of the biggest factors that can affect your retirement plan is . Our guide presents an in-depth look at the importance of tax optimization as one part of your retirement strategy. Learn about the various buckets:

• Taxable
• Tax deferred
• Income tax-free
• Estate taxes

Read on for best practices that have the potential to save you thousands when planning your retirement. Check out our free guide at https://bit.ly/4eaNhUW today!



07/14/2026

Are you within a few years of retirement and wondering what needs to happen before you make the leap?

On this past weekend's episode of The Wealth Guardians Radio Show, Brice Payne hosted a conversation about how to approach the retirement countdown with more clarity and confidence. From income planning and Social Security timing to investment positioning, taxes, healthcare, and lifestyle goals, Brice discussed why the years leading up to retirement are so important.

Whether retirement is five years away or right around the corner, this episode highlights key planning areas that can help you move from uncertainty to a more organized retirement strategy.

It's Monday, time to get to it!
07/13/2026

It's Monday, time to get to it!

Understand what influences your retirement. ➡️Subscribe to our weekly e-Newsletter and get:💡Easy to understand financial...
07/11/2026

Understand what influences your retirement. ➡️Subscribe to our weekly e-Newsletter and get:

💡Easy to understand financial market updates
💡Access to timely and relevant retirement related blogs
💡The latest radio show and podcast episodes of The Wealth Guardians Radio Show
💡The latest episode from our YouTube channel series, The Vault with The Wealth Guardians

Sign up at https://bit.ly/4pIiIMS and stay in the know on all things retirement!


07/10/2026

This week on the Wealth Guardians Radio Show, Brice Payne hosts a conversation about how to approach the retirement countdown with more clarity and confidence. From income planning and Social Security timing to investment positioning, taxes, healthcare, and lifestyle goals, Brice discusses why the years leading up to retirement are so important. Whether retirement is five years away or right around the corner, this episode highlights key planning areas that can help you move from uncertainty to a more organized retirement strategy. Find us on 94.5 WPTI Saturday morning or WTOB 980AM & 96.7 FM Radio Sunday morning, or wherever you get your podcasts!




07/09/2026

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.

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3554 Clemmons Road, Suite 001
Clemmons, NC
27012

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