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Who is Wilson & Boucher? How are we different? Are we right for each other? How will we work together?

A truly customized approach to wealth management may not be the right choice for everyone. We believe that if you have not been able to focus as much as you need to on your finances, if you are feeling some anxiety about your financial future or if you are unhappy with your current advisory arrangement, then we may be the right partner for you.

Wilson & Boucher’s approach to wealth management includes the following services:

Customized financial planning
Trust and estate planning
Tax planning
Managing financial risk