Wilson & Boucher Capital Management, LLC

Benjamin Wilson is a financial advisor at Wilson & Boucher Capital Management, LLC with 24 years of industry experience. He has been with the firm since 2005 and holds a Series 65 credential. Outside of his advisory role, he maintains a reserve law-enforcement position and serves as an officer for a small technology start-up. Wilson & Boucher Capital Management primarily serves individual clients, including high-net-worth individuals, as well as trusts and pension plans. The firm manages discretionary portfolios tailored to client-specific risk tolerances and investment objectives, with a focus on fixed-income risk management and documented exposure to digital assets.

James Boucher is a CFP® with 27 years of industry experience and a Series 63 license. He has been with Wilson & Boucher Capital Management, LLC since 2005. Outside of his advisory work, he serves as a reserve police officer with the Walnut Creek Police Department and holds officer and board positions, including CFO, at a technology start-up, Risoftdev, Inc. Wilson & Boucher Capital Management is a registered investment adviser serving primarily individual clients, including high-net-worth individuals, as well as trusts and pension plans. The firm manages approximately $264.4 million across about 135 client relationships, focusing on discretionary portfolio management and financial planning tailored to each client’s risk tolerance and investment objectives.