Bourgeon Capital Management

Investment Management, Financial Planners, Financial Planning Consultants

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(203) 655-5481Call Visit WebsiteVisit Website Map & DirectionsDirections777 Post Rd Ste 203Darien, CT 06820 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	8:00 am - 5:00 pm

Places Near Darien with Investment Management

Norwalk (7 miles)
Stamford (7 miles)
New Canaan (8 miles)
Old Greenwich (10 miles)
Riverside (11 miles)
Westport (12 miles)
Cos Cob (12 miles)
Wilton (13 miles)
Greens Farms (13 miles)
Greenwich (15 miles)

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Email

Extra Phones

TollFree: (877) 594-2071

AKA

Bourgeon Capital Management, LLC

Other Links

https://www.bourgeoncapital.com

http://bourgeoncapital.com

Categories

Investment Management, Financial Planners, Financial Planning Consultants, Investment Advisory Service

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Details

Phone: (203) 655-5481

Address: 777 Post Rd Ste 203, Darien, CT 06820

Website: https://www.bourgeoncapital.com

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Bourgeon Capital Management

Charitable Giving
If charitable giving is important to you and your family from a personal perspective or as a tax mitigation strategy, we can work with you to set up a charitable fund.

Investment Management
Since 2018, I have been dedicated to assisting clients and ensuring day-to-day transactions along with account documentation are taken care of in a timely manner at Bourgeon. I assist in the operation of Tamarac, the firm’s portfolio management system. As a compliance analyst, I monitor that the company is compliant with our governing rules and regulations.
Mutual Funds
Please note: Over the last few years we have incorporated the use of ETF’s in conjunction with mutual funds
Wealth Management
I joined the Bourgeon team in 2022 with 20 years of investment and finance experience. I am excited to work with our clients to help them achieve their goals primarily through financial planning. I am of the belief that the combination of a trusted advisor with a collaborative and comprehensive financial plan is the best way for families to navigate the complexities of wealth management.

Accounting Services

Financial Planning
Our financial planning capabilities at Bourgeon. We implemented and 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.
Asset Management
I began my finance career at Deutsche Bank Alex Brown supporting three brokers with uniquely different businesses: private client sales, middle market sales and institutional sales. The next 13 years were spent on the institutional side of the business as a hedge fund trader at Accipiter Capital Management, Iridian Asset Management and Columbus Circle Investors. Just prior to Bourgeon, I worked for 4 years at Oppenheimer & Co Inc. as part of an advisory group providing investment advice, financial planning, and custody services to high-net-worth individuals, investment advisors and family offices.

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