Traverse Partners 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.

MGW Accounting Services, based in Mooresville, NC, provides a full range of accounting, bookkeeping, consulting, outsourcing, payroll and business services, either in your facility or at our location. We can provide qualified accounting professionals who can ensure that your financial records are maintained correctly and accurately. Our bookkeepers can also assist in setting up and training your staff on the financial systems that you might be using or installing, such as QuickBooks or other legacy systems. We work with you to ensure that your personal or business processes are conducted in a manner that ensures ongoing integrity in your financial transactions. Accounting services no longer require in-house staff and all the accompanying overhead expenses and hassles. Advances in technology now allow us to securely provide you with accounting and bookkeeping services anywhere in the world. You can access your financial information and business files online, anytime, for a fraction of the cost of in-house accounting.

Ladd Robbins, PA, is a full-service CPA firm serving clients in the health care industry throughout the Carolinas, Ohio and the Washington DC area, dedicated to providing our clients with the highest quality, proactive service on a timely basis. We provide our clients with consulting and resources to assist in the tax process and financial decision-making. If you are a physician or operate a health care practice in the Southeast, Ladd Robbins, PA, has years of valuable experience related specifically to assisting professionals in your field with their accounting needs.