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Bice Wealth Management

Tel: (704) 696-1030
136 Gateway Boulevard
Suite C
Mooresville, North Carolina  28117
Bice Wealth Management | Financial Advisor in Mooresville,North Carolina

About Bice Wealth Management

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.


General Information

Services:   Retirement Income Planning, Tax management, Investment management*, Estate conservation, Insurance and annuity products, Real Estate, Non-Correlated Investments, Commodities

Office Hours

Monday   08:00 AM - 05:00 PM
Tuesday   08:00 AM - 05:00 PM
Wednesday   08:00 AM - 05:00 PM
Thursday   08:00 AM - 05:00 PM
Friday   08:00 AM - 05:00 PM

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* Advisor information is provided in partnership with Yext