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.
Know What We Own
Our investment management team believes in knowing what we own. We have a direct connection with all the investments in our client's portfolios.
A big part of our job as Fiduciary is to minimize costs, including trading costs, and embedded investment costs, and by charging reasonable fees.
Tax Efficient Investing and Distribution
Investing is more than just choosing investments. It is important for us to understand our client's tax circumstances in the construction and design of portfolios, as well as the timing and source of income distribution for clients requiring cash flow from their portfolio
Our Investment Philosophy Combines Three Key Steps
3109 Kenai Drive, Ste. 107
Cedar Park, TX 78641