New Member Announcements / News

Featured New Member: Bourgeon Capital Management, LLC

Posted By Darien Admin / June 7, 2024 / New Member Announcements, News

 Ongoing dialogue is the cornerstone of every client relationship. Clients come to Bourgeon because we talk with them honestly, effectively and often about any of their investment needs.

They and their families stay with us for decades because of trust.

Our relationship with you is our most valuable asset.

Bourgeon Capital Management, LLC 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. Bourgeon 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.
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. Learn more about our team.
Bourgeon Capital Management continues to adapt to changes in technology, maintaining the highest levels of service and security for our clients. Over the past several years we have increased the financial planning capabilities at Bourgeon. We currently utilize goal-based financial planning discussions and software as well as personal financial websites to assist our clients in navigating their unique financial journey. If you haven’t already taken us up on the offer of these services, please do so. We find them to be incredibly helpful, insightful, and fun. “Those who plan often fare better than those who don’t.”