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OUR PHILOSOPHY

A DIFFERENT KIND OF WEALTH MANAGER

If you are a business owner, your most significant asset is typically your business. Boyce & Associates Wealth Consulting, Inc. was created to help business owners maximize the value of their business while they are still in it, by looking at “wealth management” through a completely different lens.  By working closely with owners and key employees, we can help them navigate business growth and employee retention issues to help ensure that the owner’s eventual exit is not only satisfying and rewarding, but also in line with expectations.  We accomplish this by ascertaining both the contributors and anchors to company value, and working with owners to address the items which may be
limiting value growth. 

For our private clients and their families, we leverage the power of goals-based financial planning to help clients reflect and focus on what is most important to them over the near and long term.  This helps us to create and execute a well integrated, forward thinking financial plan for our clients which, if properly monitored and maintained, should secure our clients’ well being throughout their retirement years.  Our process and dedication is at the heart of our investment approach, which is designed to achieve the highest probability of success in our
clients’ financial plans.     

Our Services

1

Wealth Management

  • Investment Management

  • Financial Planning

  • Insurance & Risk Management 

2

Business Services

  • Business Valuations

  • Executive Benefits & Advanced Planning

  • Business Exit Planning

  • Company Retirement Plans

WHY RETAIN BOYCE & ASSOCIATES?
 
  • The Stability of our experienced team, which is strong, professional, and qualified

  • Our emphasis on comprehensive financial planning before we invest a dollar

  • Our conservative investment philosophy with a focus on client objectives

  • A consistently applied, disciplined repeatable process

  • We understand that it is your wealth and investments, not ours, and we have empathy for our clients

  • We communicate

  • We exist to serve our clients, and we carry out our mission efficiently and ethically

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CONTACT US.

Address

3109 Kenai Drive, Ste. 107

Cedar Park, TX 78641

Email

info@boycewealth.com

Phone

512.522.4838

 

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