Our Firm

Vision Statement:

To be the preferred and most trusted advisor for our clients because of our professional knowledge, unquestioned integrity, and personalized service that exceeds expectations. 

Mission Statement:

It is the mission of Bice Wealth Management to provide innovative financial solutions for our clients by managing risk.  We endeavor to create an experience that inspires our clients to make informed decisions through continuous communication, education and a level of service that surpasses their expectations.



Bice Wealth Management was founded with the goal of assisting our clients in every aspect of their financial lives. We offer all clients personal service. For each of our clients we strive to help create financial stability and confidence to provide financial independence.


Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Our team members are knowledgeable and truly care about helping our clients achieve their goals. We do everything in our power to keep our clients focused on where they want to go, advise them on how to get there, and continually remind them of the importnace of maintaining a disciplined approach to realizing their financial goals and dreams.


Investments in securities involve risk, including the potential loss of principal invested. This communication is intended for individuals residing in the states of AZ, CA, CO, FL, GA, IL, MD, NC, NY, PA, SC, VA, WV. No offers may be made or accepted from any resident outside the specific state(s) referenced.
The site may contain links to articles or other information that are contained on a third party website. SagePoint Financial does not endorse or accept responsibility for the content, or the use, of the web site. SagePoint Financial assumes no liability for any inaccuracies, errors or omissions in or from any data or other information provided on the pages. SagePoint Financial is not affiliated with LinkedIn. We do not expressly or implicitly adopt or endorse any of the expressions, opinions or content posted by fans or any third-parties on this site. We do not control, serve, adopt or endorse any content that LinkedIn may publish on this site. No part of this site is intended to make a recommendation or state a testimonial for or about a security, service or product, or to provide investment, tax or any other advice. At our discretion, we may remove comments or fans for a number of reasons.
We request that you keep your comments within the purposes of this site. In your comments, please avoid specific mention or discussions about investment advice or products, specific securities or investments, or trading strategies.
IMPORTANT: We do not provide customer service or enable financial transactions through this site. Should any client of the firm have questions or concerns that are specific to their account(s), please contact your financial advisor directly. You should never post personal, account or transaction information anywhere on this site. For customer inquiries, please call 704-696-1030.



The Academy of Preferred Financial Advisors Member is solely an indication that the financial advisor attends training provided by The Academy of Preferred Financial Advisors (APFA). Working with an advisor that is part of The Acadmey of Preferred Financial Advisors (APFA) cannot guarantee investment success or that financial goals will be achieved. There can be no assurance that working with a member of APFA will produce or acheive better results than working with an advisor not affiliated with The Academy of Preferred Financial Advisors. Advisors who participate in this program pay a fee to belong to the program. APFA is not affiliated with Sagepoint Financial Inc. and is not sponsored or endorsed by the broker/dealer.