Boyce & Associates Wealth Consulting, Inc.

Overview

Boyce & Associates Wealth Consulting, Inc. is an independent, individually owned registered investment adviser that began SEC registration in 2021. The firm serves both individual and family clients as well as institutional relationships and combines financial planning with portfolio management for individuals and small businesses. Its advisory offerings include pension consulting services. In addition to investment advice, the firm operates as an insurance broker and sells other financial products, which aligns with its use of annuities in client solutions. Fee structures include percentage-of-AUM billing as well as fixed-fee arrangements. Boyce & Associates does not self-identify as an active ESG investor and is not structured as a multi-state adviser or a capital allocator; it relies on third-party managers for alternative exposures.

Assets & Accounts

Public Holdings

Investments & Alternatives