For many people, the New Year is a time for personal reflection, a time to consider commitments and resolutions for the coming year. This year, why not resolve to make your finances a priority? With proper planning and appropriate guidance, [...]
As the United States sees a rise in cases of COVID-19 across the nation, news of two promising vaccines out of hundreds being tested has offered a ray of hope for a fatigued world.1 A positive reaction to these vaccines [...]
Making the decision whether to stay or go in retirement can be a tough one. Aging in place– or remaining in one’s home during retirement – is one option that requires a careful evaluation of the financial costs involved. An [...]
The COVID-19 pandemic has certainly focused our attention about health issues. This year is probably the first time in many people’s lives that they were fearful of catching a serious disease with serious consequences, including incapacity and even death. Adding [...]
November is Long-Term Care Awareness Month, serving as a reminder of the importance of financial, insurance, tax, and legal advisors to help clients who are couples and/or have families with planning for long-term care needs. To help start this critical [...]
Clemmons Office
3554 Clemmons Road
Suite 001
Clemmons, NC 27012
Office: (336) 391-3409
Charlotte Office
15720 Brixham Hill Avenue
Suite 300
Charlotte, NC 28277
Office: (336) 391-3409
Our Clemmons office also serves the communities of Winston-Salem, Greensboro, Lexington, High Point, Mocksville, Oak Ridge and Mount Airy.
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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 Commission nor does it indicate that the adviser has attained a particular level of skill or ability. The Wealth Guardians and Alphastar Capital Management, LLC are separate and independent entities. Better Business Bureau Disclaimer – The Wealth Guardians is a Better Business Bureau (BBB) Accredited Business since 05/08/2013 and rated A+ since 05/08/2013. BBB bases its accreditation and ratings based on the following criteria (this list is meant to summarize the relevant factors but is not meant to be all-inclusive): business complaint history, type of business, time in business, transparent business practices, failure to honor BBB commitments, licensing and governing actions known to BBB and advertising issues with BBB. Only accredited businesses who meet the following standards may use the BBB logo/link in advertising: Build trust, advertise honestly, tell the truth, be transparent, honor promises, be responsive, safeguard privacy and embody integrity. The BBB receives compensation from The Wealth Guardians in the form of membership dues to obtain accreditations. The Wealth Guardian’s membership in the BBB in turn provides the opportunity for clients to give ratings through their platform.
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