Bice Wealth Management

Bice Wealth Management We are an independent financial firm committed to helping people pursue and attain their financial g

We are an independent financial firm committed to helping people pursue and attain their financial goals.

🏡 Estate planning isn’t just for the wealthy, it’s about protecting your loved ones’ future.A thoughtful estate plan doe...
12/01/2025

🏡 Estate planning isn’t just for the wealthy, it’s about protecting your loved ones’ future.

A thoughtful estate plan does so much more than distribute assets.
It ensures your loved ones are cared for, your wishes are honored, and your legacy is preserved exactly the way you intend.

At Bice Wealth Management, we walk you through the process with clarity, compassion, and a deep understanding of your unique goals. No confusion. No overwhelm. Just a plan that gives you peace of mind.

👉 Want peace of mind about the future?
Contact us today, let’s talk about building an estate plan that protects what matters most.

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 alw...

📚 5 Must-Read Books for a Stronger Retirement PlanFrom market cycles to Medicare, these expert-recommended reads offer t...
08/29/2025

📚 5 Must-Read Books for a Stronger Retirement Plan

From market cycles to Medicare, these expert-recommended reads offer timeless advice to help you grow your nest egg and thrive in retirement—no matter the market. Learn more on our blog page!

Financial advisers say these books can show investors how to navigate volatility and keep a long-term perspective.

📈Smart investing begins with understanding the numbers. Fundamental analysis evaluates a company’s financials and market...
08/25/2025

📈Smart investing begins with understanding the numbers. Fundamental analysis evaluates a company’s financials and market conditions to uncover its long-term potential.

🚀 Did you know?Financial literacy becomes truly powerful when it’s applied through estate planning, risk management, and...
08/25/2025

🚀 Did you know?
Financial literacy becomes truly powerful when it’s applied through estate planning, risk management, and disciplined investing.

At Bice Wealth, we help you turn financial knowledge into action—so you can build and protect wealth that lasts for generations.

✅ Learn how to turn insight into impact: bicewealth.com

📜 7 Things Retirees Should Know About the Big Beautiful Bill ActFrom tax breaks to healthcare cuts, the new law brings b...
08/21/2025

📜 7 Things Retirees Should Know About the Big Beautiful Bill Act

From tax breaks to healthcare cuts, the new law brings big changes for retirees. Here’s what you need to know to protect your finances and plan ahead.

For retirees, the new law brings both opportunities and uncertainties—from temporary tax relief on Social Security benefits to potential changes in required retirement distributions. While some provisions offer immediate benefits, others create planning challenges that could affect retirement stra...

🧓💬 Saving Social Security: What Do Americans Support?With full benefits at risk by 2033, most Americans favor raising re...
08/15/2025

🧓💬 Saving Social Security: What Do Americans Support?

With full benefits at risk by 2033, most Americans favor raising revenue—not cutting benefits—to protect Social Security. See which solutions have the most support.

A bipartisan survey found that across party lines, generations, and income and education levels, Americans want lawmakers to strengthen Social Security's finances.

📅 It’s Financial Awareness Day—are you in control of your money, or is it controlling you?At Bice Wealth, we believe tha...
08/14/2025

📅 It’s Financial Awareness Day—are you in control of your money, or is it controlling you?

At Bice Wealth, we believe that financial awareness is the foundation of lasting financial success. Whether you're planning for retirement, investing for growth, or simply trying to make smarter money decisions, understanding your finances is the first step.

Our team is here to help you turn awareness into action—with personalized strategies designed to fit your goals, your values, and your future.

📲 Take the first step today. Visit bicewealth.com to schedule your personalized financial review.

💬 Talking Finances with Aging ParentsIt’s tough, but necessary. Learn how to start the conversation, organize documents,...
08/08/2025

💬 Talking Finances with Aging Parents

It’s tough, but necessary. Learn how to start the conversation, organize documents, and support their financial future.

Check it out on our latest news page!

It's important to talk to your aging parents about finances to help ensure their financial well-being.

Address

136 Gateway Boulevard Suite C
Mooresville, NC
28117

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+17046961030

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