Bordeaux Wealth Advisors

Who We Are

Bordeaux Wealth Advisors is an independent investment advisory and wealth management firm guiding individuals and families across the nation towards financial clarity and success. With offices in Silicon Valley and the Seattle region, our team has decades of experience simplifying complex financial lives and empowering clients to achieve their financial goals.

Our Story

Our journey began with a simple conviction: to provide comprehensive and personalized wealth management that transcends traditional financial services. We believe in building lasting relationships with clients, understanding their unique circumstances, and crafting tailored financial plans that align with their individual aspirations.

Our Culture

At Bordeaux Wealth Advisors, we cultivate a collaborative and client-centered work environment. Our team thrives on intellectual curiosity, transparency, and open communication. We believe in empowering our clients through education, guidance, and personalized solutions, ensuring they make informed financial decisions with confidence.

Our Team

Our team comprises highly experienced professionals, each holding esteemed certifications and a deep understanding of the financial planning landscape. Led by seasoned leaders, we are driven by a shared passion to deliver exceptional client experiences and achieve remarkable outcomes.

What We Offer

Our comprehensive services cover every aspect of wealth management, including:

• Investment Advisory: Building and managing diversified portfolios across diverse investments.
• Values-Based Investing: Aligning investments with your ethical and social values.
• Income Tax Planning: Optimizing tax efficiency for both individuals and businesses.
• Equity Compensation Planning: Maximizing the value of your stock options and other equity-based compensation.
• Estate & Wealth Transfer Planning: Ensuring your legacy is protected and distributed according to your wishes.
• Insurance & Risk Management Planning: Comprehensive coverage for life, health, and financial risks.
• Philanthropic Planning: Strategizing impactful charitable contributions.

Who We Serve

Our clients are financially successful individuals and families who value:

• Personalized guidance and attention
• Comprehensive financial solutions
• Open communication and transparency
• A strategic partner who understands their unique goals and complexities

Why Choose Bordeaux Wealth Advisors?

By choosing Bordeaux Wealth Advisors, you gain:

• Access to experienced and credentialed professionals
• Personalized financial plans tailored to your unique needs
• Transparent and clear communication every step of the way
• A dedicated partner who actively listens and understands your aspirations
• Comprehensive solutions that empower you to achieve financial independence and fulfillment