The Wealth Guardians 15720 Brixham Hill Avenue, Charlotte, NC 28277
About the Business
The Wealth Guardians is a finance institution located at 15720 Brixham Hill Avenue in Charlotte, North Carolina, United States. With over 20 years of experience, our team of financial advisors helps clients achieve their retirement goals through customized strategies that protect income, optimize social security, maximize tax efficiency, and tactically manage money for downside protection. We prioritize building long-term relationships with our clients and offer expert advice on the economy and financial landscape for a secure retirement. Our advisors have co-authored a best-selling book on retirement advice and provide a free guide on the 5 key components of a successful retirement plan. Stay informed with the latest financial news and schedule a no-cost, no-obligation second opinion meeting at our Charlotte office. Let us help you navigate the complexities of retirement planning and ensure a vibrant and fulfilling future.
Photos
Location & Phone number
15720 Brixham Hill Ave #300, Charlotte, NC 28277, United States
Hours open
Monday:
9:00 AM - 5:30 PM
Tuesday:
9:00 AM - 5:30 PM
Wednesday:
9:00 AM - 5:30 PM
Thursday:
9:00 AM - 5:30 PM
Friday:
9:00 AM - 1:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Brice earned our trust, which is something not easily achieved. We appreciated the thorough approach and willingness to answer all of our questions. We are confident that we have chosen the best group to guide us into and through retirement."
"These are caring people, who listened to our goals, made excellent suggestions to help us attain them in keeping our retirement money safe. Doug and Brice were no pressure, gave us a lot of information and explained it to us. They answered our questions and included family in the discussion. My wife and I highly recommend them for your peace of mind in your retirement needs."
"Very professional and personal during this process of getting a retirement plan together. Just knowing our retirement funds are going to be so well managed is such a stress relief. My wife walked out of the meeting with Brice smiling. Excited about the future."
"Brice and Doug did an excellent job of answering our questions and making us feel secure in the decisions we were making. They did a very through presentation of our current and future financial needs. We highly recommend them."
"Wow, I went to one of the workshop programs that Doug Ray held and I gave the information to my parents to take to the Social Security office. They did that today and they qualified for an extra $500/mo that they were not getting because they didn't know to file. If it hadn't been for this free workshop they would have lost out on this benefit forever. I am so thankful for his radio program and his kindness to offer them a free assessment. My parents will be his clients from now on."
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