Royce Connects Tax-Aware Planning With Advisor Development

For Zackary Royce, a regional director at Falcon Wealth Planning Inc., portfolio management begins with understanding a client’s broader financial circumstances. His approach incorporates tax efficiency and risk management into investment decisions, connecting portfolio strategy with long-term financial goals.

Rather than treating tax planning as a separate exercise, he considers its implications when building and adjusting portfolios. The objective is to help clients understand how investment decisions affect their overall financial picture, making technical concepts more accessible and the reasoning behind recommendations clearer.

His planning approach also emphasizes preparation for changing market conditions. He evaluates potential shifts and portfolio adjustments through the lens of clients’ longer-term objectives, seeking to keep decisions grounded in their financial plans.

That client focus has accompanied broader responsibilities during Falcon Wealth Planning’s expansion. As the firm grew, Zackary faced the challenge of increasing his region’s service capacity while maintaining attention to existing clients.

He paired that effort with mentoring newer advisors, treating professional development as part of the region’s growth strategy. While managing his own client relationships, he shared guidance on advisory practices, service expectations and ethical responsibilities.

The work addressed a central challenge for growing wealth management firms: bringing in new clients requires developing the people responsible for serving them. Zackary’s responsibilities extended beyond individual production to helping strengthen the advisory team and its ability to support additional relationships.

Falcon recognized his performance by selecting him as a 2025 Circle of Champions honoree. The designation is reserved for top performers who significantly exceed the firm’s client acquisition and business growth targets.

His selection reflects both his business development results and the demands of maintaining client responsibilities during expansion. The supplied account does not quantify his regional growth, client additions or changes in service capacity.

Zackary holds the certified financial planner designation and incorporates discussions of ethical responsibility into his mentorship. His guidance to newer advisors emphasizes the connection between professional judgment, client communication and consistent service.

At the center of his work is the view that tax considerations should inform wealth planning from the beginning. Portfolio decisions, in that framework, are evaluated alongside risk management and the client’s broader circumstances.

His regional leadership applies a similar principle to business growth: expanding capacity requires investment in advisor development. By combining client planning with mentorship, Zackary is helping Falcon build the resources needed to support a growing practice while keeping individual financial goals central to its service model and advisor training.