Who is Wilson & Boucher? How are we different? Are we right for each other? Contact Us

As a Registered Investment Advisory firm, Wilson & Boucher does not take possession of your assets. We have the ability to manage your existing accounts at the custodian of your choice. We link to each account through a Limited Power of Attorney, which allows us to only place trades in that account and take our approved fee electronically.

If you need to open new accounts, transfer accounts from one custodian to another, or consolidate accounts, we manage that process for you and work closely with the custodian of your choice.