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.

While our clients have attained their wealth in different ways, they all share one thing in common: to have their assets managed in a manner that preserves and enhances their wealth.

We focus on stewardship, not product sales. We offer engagement and tailored portfolios, not cookie-cutter solutions. We promote diversification, not specialization. We believe in time-tested solutions, not following trends — and we are always risk-aware.