WILSON & BOUCHER CAPITAL MANAGEMENT, LLC


Who we are Wilson & Boucher Capital Management, LLC (referred to as “we,” “our,” “us,” or “Wilson & Boucher”), has been registered as an investment advisor since February 2005. Our principals are James Boucher and Benjamin Wilson.
Services we offer For financial planning, the topics reviewed include assets, liabilities, cash flow, estate planning, income, expenses, retirement planning, life expectancy and taxes.
We offer general investment advice to our clients. This includes asset allocation, stock selection, and ongoing portfolio review. Investment portfolios are designed to meet your specific risk tolerance, time horizon, liquidity needs and investment objectives. Generally, this is done by gathering detailed information from each client and carefully monitoring each portfolio's asset allocation.
You may place restrictions on the types of investments that we make in your account.
We do not provide portfolio management services to a wrap fee program.
Assets under management As of December 31, 2019, we manage assets of $161.1 million on a discretionary basis. We do not manage assets on a non-discretionary basis.
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Open Brochure from SEC website
Assets
Pooled Investment Vehicles
Discretionary $161,115,762
Non-Discretionary $
Registered Web Sites

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