The Wealth Guardians

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The Wealth Guardians

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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

10/29/2026

📆Join us Thursday, November 5th or Tuesday, November 10th at 6:30pm in Clemmons for our workshop – SOCIAL SECURITY PLANNING – Maximizing Your Benefit.

The event is free to attend, but seating is limited and advanced registration is required. You'll learn:

🎯 How to reduce taxation on your Social Security after you start receiving your benefits
🎯 How spousal and survivor benefits can impact your claiming strategy
🎯 How special claiming strategies may increase your total benefits
🎯 How to avoid common mistakes that could cost you thousands in lost benefits
🎯 How to plan Social Security with all other sources of retirement income and potentially pay far less on your income

Make sure you have all the facts BEFORE you claim your Social Security benefit!

▶️ Register today at https://bit.ly/4cWw8x4

10/29/2026

Open Enrollment is a valuable opportunity to review the benefits available through your employer. By evaluating healthcare coverage, retirement contributions, insurance options, and beneficiary designations, you can make informed decisions that reflect your current needs and long-term priorities.

However, rather than simply renewing existing elections, use this season as an opportunity to determine whether your benefits continue to support your financial goals.

Read our latest blog at https://bit.ly/3W6gKeN.

10/27/2026

We get many questions around IRA to Roth conversions and the timing around this strategy. Listen as Brice Payne discusses best practices for an IRA to Roth conversion and how it can save you money on taxes during retirement.

10/27/2026

🤣😽

Catober Day 27: Lily

☕ https://buymeacoffee.com/scottmetzgercartoons

10/22/2026

As the final months of the year approach, many financial deadlines begin to come into focus. Retirement contributions, charitable gifts, tax planning opportunities, and account reviews often become priorities as individuals and families prepare for year-end.

While it can be tempting to wait until December, addressing these items early may provide additional flexibility and reduce the stress that often accompanies last-minute financial decisions. A proactive review can also help identify opportunities that may be overlooked when time is limited.

Check out our latest blog at https://bit.ly/4k5ER75 for tips to get prepared now!

10/21/2026

What role should long-term care play in your overall financial plan?

On this episode of The Vault with The Wealth Guardians, Brice Payne welcomes special guest Alecia Barnette, Senior Vice President of Financial Independence Group, for a conversation about long-term care insurance and why planning for future care needs can be an important part of a family's financial strategy.

Brice and Alecia introduce the basics of long-term care planning, discuss the financial risks families may face when care is needed, and explore how long-term care insurance can fit alongside retirement income, investments, and other pieces of a comprehensive financial plan.

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

Address

3554 Clemmons Road, Suite 001
Clemmons, NC
27012

Website

https://www.thewealthguardians.com/

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