At Bourgeault & Associates Private Wealth Management, we pride ourselves in providing an extraordinary client service experience and fulfilling your financial planning needs with integrity, intelligence and innovation.

We create tailored strategies for retirees, business owners and professionals to grow and protect your wealth for you and future generations. We will provide you with clarity and confidence as you transition into and enjoy your retirement. Our passion and purpose is to improve the lives of clients through sound financial planning and execution.

Meet Our Team Members