Your retirement planning needs to incorporate more than just investments Your giving heart coupled with your destitute relatives can threaten your retirement savings – savings you soon may need. Statistically, if you’ve reached 65 there is a strong probability you [...]
Before the next recession hits (July?), make sure you are prepared After the Great Recession from 2007 to 2009 hit, far too many Americans found themselves without any savings to get through the hardships of unemployment, falling house prices, dwindling [...]
Identity theft hits your finances, but also can affect your taxes too. Identity theft is one of the fastest growing crimes in the United States, with as many as 10% of Americans over age 16 victims last year, according to [...]
After years of saving and planning for their golden years, many people nearing retirement fail to consider the tax burden they may face on income they receive after they stop working. While you will likely see a reduction in the [...]
A woman came to our office recently to get a 2nd opinion on how her adviser was managing her portfolio. She was in her early 50s, divorced and raising one child, and she had $250,000 stocked away in an account [...]
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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