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Our Primary Purpose
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.
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.
We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information. We believe in providing a comprehensive analysis of your entire financial situation to maximize efficiency in all areas of finance. Depending upon your situation this might include retirement planning, college planning for children, estate planning, retirement plan design for business owners, etc. We feel that we add extra value in the area of retirement income planning. Please click HERE to contact us immediately and schedule your FREE consultation!