A DIFFERENT KIND OF WEALTH MANAGER

OUR PHILOSOPHY

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

WEALTH MANAGEMENT

• Investment Management
  
• Financial Planning
  
• Insurance & Risk Management

BUSINESS SERVICES

OUR SERVICES

WEALTH MANAGEMENT

• Investment Management
  
• Financial Planning
  
• Insurance & Risk Management
  
• Security Lookup

BUSINESS SERVICES

WEALTH MANAGEMENT

• Investment Management
  
• Financial Planning
  
• Insurance & Risk Management
  
• Security Lookup



BUSINESS SERVICES

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
  

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
  

Schedule a meeting today with one of our fantastic team members! 

READY TO SCHEDULE?

Eric Boyce,

CFA®, MSf®

President & CEO

Chief Investment Officer



Lindsey Sharpe,

AAMS®, CDFA®

Vice President, Financial Planning

Director of Client Relationship Management

Kelly Griggs,

WMS™, CRPC™

Vice President of Financial Planning



Eric Boyce,

CFA®, MSf®

President & CEO

Chief Investment Officer

Lindsey Sharpe

AAMS®, CDFA®

Vice President, Financial Planning

Director of Client Relationship Management

Kelly Griggs

WMS™, CRPC™

Vice President of Financial Planning



Jonathan McQuade,

CFP®

Senior Wealth Manager

Ian Kloc,

WMS™

Assistant Vice President,

Financial Planning & Wealth Advisor

Eric Boyce,

CFA®, MSf®

President & CEO

Chief Investment Officer

Lindsey Sharpe

AAMS®, CDFA®

Vice President, Financial Planning

Director of Client Relationship Management

Kelly Griggs

WMS™, CRPC™

Vice President of Financial Planning



Jonathan McQuade,

CFP®

Senior Wealth Manager



Ian Kloc

WMS™

Assistant Vice President, Financial Planning & Wealth Advisor

Jonathan McQuade,

CFP®

Senior Wealth Manager



Ian Kloc,

WMS™

Assistant Vice President, Financial Planning & Wealth Advisor



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