Wilson & Boucher Capital Management, LLC

About

--> Wilson + Boucher We are a Northern California-based wealth management firm offering a highly personal and customized approach to asset management. Established 2005 Building futures together. We offer a range of services that include customized portfolio management using individual stocks and bonds, as well as financial planning and risk management solutions. Seeding for growth. As our client you work closely with one of the two owners of the firm, not with a salesperson or client relationship manager. Together, we create a financial plan that incorporates your goals and objectives. Once we put that plan into action, we monitor the progress of your investments carefully and consistently. We pride ourselves on our effective communication skills and work with you according to your individual preferences. We’ll work closely together to manage and maintain and service your plan. We can meet with you when and where it is convenient, whether that’s at your home, office or other location, and we will correspond with you in the manner you prefer—by phone, email or Zoom. We’re also happy to integrate ourselves into your personal financial structure and can liaise with any other professional your work with, such as an accountant or attorney, with whom you already have a working relationship. Personalized Approach Expertise in future-building. Customized financial planning Trust and estate planning Tax planning Managing financial risk Are we right for each other? A customized approac

Key Contact