We are an independent investment advisory and wealth management firm with offices in Silicon Valley and the Seattle region, serving individuals and families across the country. Our team has spent decades managing the many complexities that wealth brings - providing comprehensive and customized solutions for growing, preserving and transferring wealth, along with highly personalized service and attention in an open and transparent environment.
We are a highly experienced and credentialed team who believe in serving clients at the very highest of standards. We provide sophisticated and objective, financial, investment and tax advice that help clients maintain or achieve financial independence. Financially successful individuals and families who value having a trusted advisor to guide them through life's complex financial situations.
We are a highly experienced and credentialed team who believe in serving clients at the very highest of standards. We provide sophisticated and objective, financial, investment and tax advice that help clients maintain or achieve financial independence. Financially successful individuals and families who value having a trusted advisor to guide them through life's complex financial situations.
Services
At Bordeaux Wealth Advisors, excellence is embedded in our firm's DNA. It's what drives us to be trusted investment and financial advisors for our clients each and every day. From the advice we offer, to the services we provide, to the values that define us, we set the bar extremely high. We believe the select group of individuals and families we serve deserve nothing less.
Our people are our greatest asset, and we seek to maximize their potential so they may bring immense value to the clients that we serve. Throughout our entire firm, we strive to provide exceptional advice and perspective on every facet of our clients' financial lives. Our talented professionals bring decades of experience and a relentless pursuit of excellence in everything we do.
We will do the work in understanding the financial decisions that you have to make and then present you with an in-depth analysis of the options as well as our recommendation. We strive to be your first call for any financial decision you need to make. Below are some of the topics which our clients rely upon us for our guidance and expertise.
We provide sophisticated and objective investment, financial and tax advice that helps our clients achieve or maintain financial independence. We are our clients' first contact for a wide range of financial and investment issues while delivering an unparalleled level of expertise as the quarterback of their team of advisors.
We have assembled a team of talented professionals selected not only for our experience and knowledge, but also for our dedication to serving our clients and exceeding their expectations. Our clients have achieved a high level of success in their lives and they have trusted us to be their financial stewards.
Reviews (5)
Tim Harvey
Feb 03, 2021
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Tom Myers
Jan 16, 2021
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Anna Bowman
Jan 13, 2021
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Christopher Vu
Dec 27, 2020
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Jon Ekoniak
Dec 13, 2020
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Positive: Professionalism, Responsiveness
Bordeaux has a culture of hiring very talented individuals that put their clients' interests first. The collaborative environment supports constant learning as well as having some fun times together. Moreover, the firm's values are posted on their website, so you can select if it is the right fit for you.
Bordeaux has a culture of hiring very talented individuals that put their clients' interests first. The collaborative environment supports constant learning as well as having some fun times together. Moreover, the firm's values are posted on their website, so you can select if it is the right fit for you.
