Bice Wealth Management
(on gateway boulevard)Financial and Investment Services in Mooresville, NC
Financial and Investment Services
Bice Wealth Management is an independent financial firm committed to helping people pursue and attain their financial goals. We work with individuals and business owners to trim as much risk as possible from their investment strategies. Our approach to delivering comprehensive financial services always starts and ends with you, our clients. We begin this process by listening to you and discussing your lifestyle, goals, wishes, dreams, and family situations. Through a consultative process we learn the details of your financial picture so we can construct and deliver a customized plan. We then schedule to meet with you on a regular basis at one of our four locations in Greensboro, Lake Norman, Salisbury, and Winston-Salem.
