PRIVACY POLICY NOTICE – BOYCE & ASSOCIATES WEALTH CONSULTING, INC.

Boyce & Associates Wealth Consulting, Inc. (“B&A Wealth Consulting”) adopted this policy with recognition that

protecting the privacy and security of the nonpublic personal information we obtain about our clients is an important

responsibility. We also know that you expect us to service you in an accurate and efficient manner. To do so, we must

collect and maintain certain nonpublic personal information about you. We want you to know what information we

collect and how we use and safeguard that information.

WHAT INFORMATION WE COLLECT

We collect certain nonpublic personal information about you (such as your name, address, social security number, etc.)

that you provide on applications or other forms as well as communications (electronic, telephone, written or in person)

with you or your authorized representatives (such as your attorney, accountant, etc.). We also collect information about

your brokerage accounts and transactions (such as purchases, sales, account balances, inquiries, etc.).

WHAT INFORMATION WE DISCLOSE

B&A Wealth Consulting does not disclose the nonpublic personal information we collect about our clients to anyone

except: (1) in furtherance of our business relationship with clients, and then only to those persons necessary to

effect the transactions and provide the services that clients authorize (such as broker-dealers, custodians,

independent managers etc.); (2) to persons assessing our compliance with industry standards (e.g., professional

licensing authorities, etc.); (3) our attorneys, accountants, and auditors; or (4) as otherwise provided by law.

We are permitted by law to disclose the nonpublic personal information about you to governmental agencies and

other third parties in certain circumstances (such as third parties that perform administrative services on our behalf).

These third parties are prohibited to use or share the information for any other purpose. If you decide to either

terminate our services or become an inactive client, we will continue to adhere to our Privacy Policy, as may be

amended from time to time.

We are required to report any suspected exploitation of vulnerable adult clients to the proper authorities under federal

and state statutes.

SECURITY OF YOUR INFORMATION

We restrict access to your nonpublic personal information to those employees who need to know that information to

service your account. We maintain physical, electronic and procedural safeguards that comply with applicable federal or

state standards to protect your nonpublic personal information.

CHANGES TO OUR PRIVACY POLICY OR RELATIONSHIP WITH YOU

Our policy about obtaining and disclosing information may change from time to time. We will provide you notice of any

material change to this policy before we implement the change.

OPTING OUT

Clients cannot opt out of allowing B&A Wealth Consulting, Inc. to share their nonpublic personal information with non-

affiliated third parties which are necessary to service their accounts.

REQUESTS FOR INFORMATION

For a copy of our Privacy Policy, please contact the Chief Compliance Officer either in writing at 3109 Kenai Dr., Ste 107,

Cedar Park, TX 78613, or by phone at (512) 496-5709.