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

An important aspect of portfolio management is making sure that your investments are as tax efficient as possible. While tax planning is never the sole driver of the investment strategy we create for you, we intend to help you maximize your after-tax returns. We can also help you manage other tax issues involving gifts, estates and trusts and donations to charities and foundations. To do this effectively, we can work together with your current accountant or our own accounting expert, Jeffrey Wolk, to ensure that you benefit from the many tax-saving opportunities available.