Grace TG Wealth Partners is a boutique Financial Advisor Recruiting & Practice Transition Advisory Firm, serving select Advisors and Wealth Management firms. We connect exceptional advisors with exceptional wealth management firms.
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Many of our clients retain us to be their personal "CFO". We coordinate various aspects of their financial lives, including retirement planning, asset management, risk management, estate planning, insurance, children's college education, etc.
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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. 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 judgment, 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.
