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The Wealth GuardiansFinancial advisor in Charlotte, NC

The Wealth Guardians is a financial advisor at 15720 Brixham Hill Ave #300, Charlotte, NC 28277, ranked #22 of 75 wealth managers in Charlotte and rated 4.6 from 13 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Charlotte, NCUpdated 0 paid placements in any rankingHow we rank

Call (336) 341-3409Website ↗

Key facts

Key facts about The Wealth Guardians
Address15720 Brixham Hill Ave #300, Charlotte, NC 28277Get directions
Phone(336) 341-3409
Websitethewealthguardians.com
HoursMonday to Thursday: 9 AM – 5:30 PM; Friday: 9 AM – 1 PM
Google rating4.6 from 13 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Charlotte and 11 towns within 25 miles: Weddington, Matthews, Stallings, Indian Trail, Waxhaw, Mint Hill, Belmont, Monroe, Mount Holly, Harrisburg and Gastonia.

Based in Charlotte, NCView on map

Opening hours

Opening hours for The Wealth Guardians
DayHours
Monday9 AM – 5:30 PM
Tuesday9 AM – 5:30 PM
Wednesday9 AM – 5:30 PM
Thursday9 AM – 5:30 PM
Friday9 AM – 1 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about The Wealth Guardians

How is The Wealth Guardians ranked in Charlotte?

The Wealth Guardians is ranked #22 of 75 wealth managers in Charlotte by RFA Score, with 66 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are The Wealth Guardians’ hours?

The Wealth Guardians is open Monday to Friday. Its listed hours are Monday to Thursday, 9 AM – 5:30 PM; Friday, 9 AM – 1 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does The Wealth Guardians serve?

Serves Charlotte and 11 towns within 25 miles: Weddington, Matthews, Stallings, Indian Trail, Waxhaw, Mint Hill, Belmont, Monroe, Mount Holly, Harrisburg and Gastonia. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about The Wealth Guardians?

The Wealth Guardians has a rating of 4.6 from 13 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact The Wealth Guardians?

Call The Wealth Guardians on (336) 341-3409. The business is at 15720 Brixham Hill Ave #300, Charlotte, NC 28277. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

The Wealth Guardians compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
The Wealth Guardians (this business)—664.6 (13)NoNo
Shepherd Wealth Partners#21665.0 (10)NoNo7.9 mi

See all 75 ranked wealth managers in Charlotte