Wilson & Boucher Capital Management

Wilson & Boucher Capital Management

Founded in 2005 and based in Moraga, California, Wilson & Boucher Capital Management is a boutique wealth advisory practice built on a two-owner structure. The firm serves individuals, high-net-worth families, and trusts, deliberately staying small enough that clients interact exclusively with a principal — never a salesperson or intermediary relationship manager. The firm's engagements begin with a financial plan that integrates a client's goals before layering on tax strategy, trust and estate coordination, and risk management. Wilson & Boucher describes its work as "future-building" and expressly limits its client base to those who feel underserved by their current advisory arrangement or who need more hands-on attention. While the firm does not publish discrete asset-class exposures, its planning-centric approach typically touches public-market portfolios, fixed-income allocations, and insurance-based risk mitigation. Wilson & Boucher operates a compact team from a single office in Moraga. The firm has not publicly disclosed assets under management, total deployment, or a headcount figure. There are no known affiliated foundations, club memberships, or adjacent investment vehicles. The structural differentiator is the firm's explicit constraint: two owners who are also the sole client-facing advisors. This architecture rejects the industry-standard handoff from salesperson to portfolio manager, creating a practice that cannot scale beyond the personal capacity of its principals — a deliberate trade-off that defines its posture.