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January 19, 2024

Bordeaux Wealth Advisors

Bordeaux Wealth Advisors has been named a top 100 Registered Investment Advisor in the nation by SmartAsset as measured by average Assets Under Management per client relationship. SmartAsset reviewed nearly 5.800 firms registered with the Securities and Exchange Commission and ranked them according to average balances per account. Bordeaux's practice centers on serving ultra-high-net-worth individuals and families, providing investment, financial and tax advice. In addition to investments, Bordeaux's service model incorporates estate and wealth transfer planning, tax planning, charitable gifting strategies, and equity compensation planning. Bordeaux Wealth Advisors has offices in Silicon Valley and Seattle.




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