At Bourgeon, our relationship with you is our most valuable asset.
Clients come to us because we talk with them honestly, effectively and often. They stay because of trust.
"Making money is a slow process, losing it is quickly done" -Ihara Saikaku
"If everyone is moving forward together, then success takes care of itself" -Henry Ford
A Balanced Approach to Growing and Protecting Your Wealth
Bourgeon Capital Management LLC was founded in 1999 on the belief that a boutique investment counselor with a clear, single minded focus on clients can serve wealthy individuals and their families far better than a large investment company.
Bourgeon Capital is an independent, fee-only, registered investment advisor. We are a fiduciary, meaning that we act in our clients' best interests. Our goal is to help you define and achieve your unique financial goals.
With more than 50 years of combined investment experience, our partners are highly regarded, successful practitioners who have enjoyed success in diverse market conditions. And they are personally engaged in our clients’ financial futures – clients talk directly to the people who manage their money.
At Bourgeon, ongoing dialogue is the cornerstone of every client relationship. Clients come to Bourgeon because we talk with them honestly, effectively and often. They stay with us because of trust – in our capabilities, in our judgement, and in the unparalleled personal attention that we deliver. This mandate to excel in delivering individual attention and investment counseling is why Bourgeon intentionally remains a boutique firm with a selective client list.
Bourgeon Capital's Market Insights
Too Much of a Good Thing Can Be a Bad Thing
Informative Videos
Financial Goals
Are You Saving Enough for Retirement
Does Your Portfolio Fit Your Risk Profile?
Bourgeon Capital is an independent, fee-only, registered investment advisor. We are a fiduciary, meaning that we act in our clients' best interests. Our goal is to help you define and achieve your unique financial goals. Questions we ask could include...
Are you saving enough for retirement?
Click Here To Begin A Plan
Does your portfolio fit your risk profile?
Our Bourgeon Team
