Bourgeois Wealth Counsel Welcomes You.

Our goal: provide financial confidence to you so you can focus on living your life.

We’re here to guide you through life milestones to help you define your long-term vision and achieve your goals.

When you place your trust in us we do not take it lightly. We appreciate how much is at stake and it remains uppermost in our
minds as we collaborate, advise, build, and protect on your behalf.


Family formation, Wealth accumulation, Financial flexibility, Decumulation and downsizing, Longevity and aging

Which stage are you in? Click the stage below to explore more.

Getting Ready

Findependence, not retirement

Time to Transition

Strategies to manage opportunities and challenges

Time to Talk

Preserve and build your legacy