Bourgeon Capital Management LLC

Bourgeon Capital Management LLC is a limited liability company based in Darien, Connecticut. The firm is a boutique investment counseling company with a team of 7 employees and generates approximately $2.5 million in annual revenue. Bourgeon Capital Management specializes in providing actively managed, separate accounts for wealthy individuals and their families. Their investment portfolios are tailored to each client's unique risk profile, tax situation, and income requirements, utilizing individual stocks and bonds. The firm distinguishes itself through its client-centric approach. They emphasize collaboration, actively listening to clients, asking insightful questions, and valuing their input. Bourgeon Capital Management aims to become a trusted extension of their clients' families, fostering open and frequent communication. For more information about Bourgeon Capital Management LLC, visit their website at bourgeoncapital.com.