Wilson & Boucher Capital Management LLC

Accretive Wealth Management is a San Ramon-based financial firm that specializes in providing comprehensive wealth management services to individuals, families, and businesses. With a team of experienced professionals, they aim to help clients achieve their financial goals by creating personalized investment plans that address both short-term and long-term needs. Founded in 2012, Accretive Wealth Management has successfully managed over $226 million in assets for 170 clients, utilizing their unique investment strategy known as 'The Accretive Method'. This approach combines market analysis, due diligence, and client engagement to construct custom portfolios and ensure the growth and preservation of wealth for current and future generations.Generated from the website

Grand-Jean Capital Management is a San Francisco-based investment firm that specializes in equity portfolio management for individual clients. Founded in 1990 by Steven Grand-Jean, the firm focuses on long-term investing in undervalued companies with strong management, free cash flow, and a shareholder orientation. With a transparent and disciplined investment process, Grand-Jean Capital Management aims to generate superior investment results while preserving capital. Led by a team of experienced professionals, including President Steven Grand-Jean and Senior Vice President Thomas Lloyd-Butler, the firm offers personalized and tax-efficient portfolio management services. With a research-driven approach and a commitment to full transparency, Grand-Jean Capital Management provides clients with monthly statements, trade confirmations, and quarterly performance reviews. The firm's investment philosophy revolves around domestic equity investments, primarily in U.S. equities, without the use of leverage or derivatives.Generated from the website

Crosslink Capital, founded in 1989 in San Francisco, is a venture capital firm managing $4.6 billion in assets under management (AUM) and recognized for its diverse portfolio of early-stage companies across various sectors. With a focus on partnering with ambitious founders, the firm emphasizes investments within the seed stage to Series A, typically ranging from $1 million to $9 million. The firm's proprietary network, known as Alpha, connects over 2,000 founders, CEOs, and investors, fostering a collaborative environment that supports market disruptors. Crosslink prides itself on being a dedicated partner throughout the entrepreneurial journey, offering strategic insights and resources to help companies achieve growth and success. Generated from the website