At Boyce & Associates Wealth Consulting, Inc., you have a relationship with a local financial planning and investment professional with whom you have a direct connection. Our job is to give you our expertise and educate you
throughout the process.
To succeed in the investment management business, we have a well-defined investment philosophy, a disciplined investment process, and a focus on the objectives and key to long-term investing success.
Boyce & Associates Wealth Consulting is an entirely independent Registered Investment Advisor registered with the Securities and Exchange Commission
As a Fiduciary, we have a legal obligation to act in our clients' best interest and to put their interests above our own.
We utilize Charles Schwab & Company as our primary custodian. Charles Schwab is one of the largest and best capitalized financial institutions in the country.
We build portfolios for your benefit
rather than ours
As a Fee-based Wealth Manager, our interests are aligned with yours. We are paid a fee based on the number of assets we manage. Our portfolios are designed to achieve the objective outlined in your financial plan; however, we seek to minimize costs wherever possible and strive to be tax efficient.
Our Investment Philosophy Combines Three Key Steps
3109 Kenai Drive, Ste. 107
Cedar Park, TX 78641