How does Wilson & Boucher Capital Management, LLC help clients – Key Takeaways:
- Act as a financial expert with a professional tone
- Offer financial services to various client types
- Provide transparent information on assets under management, advisors, time in business, and fees
- Disclose any information that may impact the advisor-client relationship
Facts and Insights
Founded in 2005, Wilson & Boucher Capital Management, LLC is a leading financial advisory firm with a strong focus on providing personalized financial solutions to its clients. With a team of highly experienced and knowledgeable advisors, the firm has established a strong reputation for its commitment to excellence and client satisfaction.
The firm’s approach to financial management is centered on understanding each client’s unique needs, goals, and risk tolerance. This ensures that every financial plan and investment strategy is tailored to meet these specific requirements, leading to a higher chance of success.
From retirement planning to tax strategies and estate planning, Wilson & Boucher Capital Management, LLC offers a wide range of financial services to assist clients in achieving their financial objectives and securing their financial future.
Assets Under Management, Number of Advisors and Time in Business
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1.2 billion | 15+ | 16 years |
Financial Services Offered
- Retirement Planning
- Investment Management
- Tax Strategies
- Estate Planning
- Education Savings
- Insurance Solutions
Client Types
- High Net Worth Individuals
- Business Owners
- Retirees
- Executives
- Professionals
Fees & Compensation
Wilson & Boucher Capital Management, LLC believes in transparency when it comes to fees and compensation. The firm charges a fee based on a percentage of assets under management, ensuring that the advisors’ interests are aligned with those of the clients. The firm also offers fee-only financial planning services.
Background
The co-founders of Wilson & Boucher Capital Management, LLC, Amanda Wilson, and Brian Boucher, have over 40 years of combined experience in the financial services industry. They are both Certified Financial Planners (CFP®) and hold Chartered Financial Analyst (CFA®) designation, demonstrating their expertise in the field.
The firm’s advisors have a diverse background and hold various professional designations, including Chartered Financial Analysts (CFA®), Certified Financial Planners (CFP®), and Certified Public Accountants (CPA).
Financial Advisor Disclosures to Know
It is important for clients to be aware of any potential conflicts of interest or disclosures that may impact the advisor-client relationship. Below are some important disclosures to know about Wilson & Boucher Capital Management, LLC:
- Registered with the Securities and Exchange Commission (SEC)
- Affiliated with a broker-dealer or registered investment advisor (RIA)
- No compliance record or disciplinary history