WHO WE SERVE

For nearly a decade, Boyce Wealth has provided comprehensive financial planning and wealth management to business owners, executives, and families across the U.S. We typically work with clients who have $1 million or more in investable assets. Below are the clients we serve best and how we help with the financial challenges each one faces.


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High-Asset, Multigenerational Families

Wealth that spans generations needs a plan that does too. We coordinate investments, estate planning, and family conversations so your assets can grow, stay protected, and pass on the way you intend.

Knowing the value of their business is vital for business owners to assess value creation, benchmark progress in strategic initiatives, and prepare for their eventual exit. At Boyce & Associates, we provide several levels of certified business appraisal for various needs. We perform business appraisals for mergers, partner buyouts, family and estate issues such as death/divorce, as well as for tax issues.

 

We are members of the National Association of Certified Valuators and Analysts (NACVA), and our work is governed by the Uniform Standards of Professional Appraisal Practice (USPAP)


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Company Officers and Executives

Stock options, RSUs, deferred compensation, and concentrated positions raise hard questions about timing and taxes. We help executives turn complex pay packages into a clear plan that fits their broader financial goals.

Knowing the value of their business is vital for business owners to assess value creation, benchmark progress in strategic initiatives, and prepare for their eventual exit. At Boyce & Associates, we provide several levels of certified business appraisal for various needs. We perform business appraisals for mergers, partner buyouts, family and estate issues such as death/divorce, as well as for tax issues.

 

We are members of the National Association of Certified Valuators and Analysts (NACVA), and our work is governed by the Uniform Standards of Professional Appraisal Practice (USPAP)


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Business Owners Planning Their Exit

Selling or handing off a business may be the biggest financial event of your life. We help owners prepare years in advance, considering valuation, taxes, and succession, so the exit supports the life they want next.

Knowing the value of their business is vital for business owners to assess value creation, benchmark progress in strategic initiatives, and prepare for their eventual exit. At Boyce & Associates, we provide several levels of certified business appraisal for various needs. We perform business appraisals for mergers, partner buyouts, family and estate issues such as death/divorce, as well as for tax issues.

 

We are members of the National Association of Certified Valuators and Analysts (NACVA), and our work is governed by the Uniform Standards of Professional Appraisal Practice (USPAP)


Icon of a family: two adults and one child.

Families with College-Bound Children

Knowing the value of their business is vital for business owners to assess value creation, benchmark progress in strategic initiatives, and prepare for their eventual exit. At Boyce & Associates, we provide several levels of certified business appraisal for various needs. We perform business appraisals for mergers, partner buyouts, family and estate issues such as death/divorce, as well as for tax issues.

 

We are members of the National Association of Certified Valuators and Analysts (NACVA), and our work is governed by the Uniform Standards of Professional Appraisal Practice (USPAP)


Paying for higher education shouldn't come at the expense of retirement. We help parents build a strategy that covers tuition while keeping their long-term goals on track. 

A broken heart is being hit by a gavel.

Women Navigating Divorce

Knowing the value of their business is vital for business owners to assess value creation, benchmark progress in strategic initiatives, and prepare for their eventual exit. At Boyce & Associates, we provide several levels of certified business appraisal for various needs. We perform business appraisals for mergers, partner buyouts, family and estate issues such as death/divorce, as well as for tax issues.

 

We are members of the National Association of Certified Valuators and Analysts (NACVA), and our work is governed by the Uniform Standards of Professional Appraisal Practice (USPAP)


Divorce brings financial decisions that will shape the years ahead. We help women understand their full financial picture, evaluate settlement options, and build a confident, independent plan for the next chapter.

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Knowing the value of their business is vital for business owners to assess value creation, benchmark progress in strategic initiatives, and prepare for their eventual exit. At Boyce & Associates, we provide several levels of certified business appraisal for various needs. We perform business appraisals for mergers, partner buyouts, family and estate issues such as death/divorce, as well as for tax issues.

 

We are members of the National Association of Certified Valuators and Analysts (NACVA), and our work is governed by the Uniform Standards of Professional Appraisal Practice (USPAP)


Rising Professionals

You're earning more than ever. Now it's time to put that income to work. We help high-earning professionals in their 30s and 40s build a structured plan for saving, investing, and reaching milestones with purpose.

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Women in WealTh Preservation

Many women between 50 and 70 are now the primary decision-makers for their family's wealth, often after divorce or the loss of a spouse. We help protect what you've built while you plan for your own future and care for aging parents.

Knowing the value of their business is vital for business owners to assess value creation, benchmark progress in strategic initiatives, and prepare for their eventual exit. At Boyce & Associates, we provide several levels of certified business appraisal for various needs. We perform business appraisals for mergers, partner buyouts, family and estate issues such as death/divorce, as well as for tax issues.

 

We are members of the National Association of Certified Valuators and Analysts (NACVA), and our work is governed by the Uniform Standards of Professional Appraisal Practice (USPAP)


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Ready to Start?

Knowing the value of their business is vital for business owners to assess value creation, benchmark progress in strategic initiatives, and prepare for their eventual exit. At Boyce & Associates, we provide several levels of certified business appraisal for various needs. We perform business appraisals for mergers, partner buyouts, family and estate issues such as death/divorce, as well as for tax issues.

 

We are members of the National Association of Certified Valuators and Analysts (NACVA), and our work is governed by the Uniform Standards of Professional Appraisal Practice (USPAP)


Every plan begins with a conversation. Schedule a no-obligation consultation to talk through your goals and see whether Boyce Wealth is the right fit for you.