Bordeaux Wealth Advisors
Custom and comprehensive financial and investment advisory services for ultra-high net worth clients across the U.S.
Custom and comprehensive financial and investment advisory services for ultra-high net worth clients across the U.S.
Bordeaux Wealth Advisors offers custom and comprehensive financial and investment advisory services tailored for ultra-high net worth clients across the U.S. Founded in 2017, the firm operates from Silicon Valley and Seattle. Specializing in Financial Services and Wealth Management, Bordeaux Wealth Advisors provides expertise in managing complexities related to significant wealth, including tax planning, managing concentrated stock positions, retirement planning, investment management, legacy and philanthropic planning. The company's fiduciary model emphasizes highly personalized service and attention in a transparent, fee-only environment. As of now, there is no public record of the company's last investment or the involved investors.
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