Explore Financial Advisors Serving Menlo Park, CA

Three Bridge Wealth Advisors provides personalized investment advisory and financial planning services to high-net-worth individuals and families. Our team of experienced professionals designs comprehensive wealth management strategies that align financial resources with personal values and long-term objectives. As a registered investment adviser with the SEC, we combine industry expertise with a collaborative approach to deliver tailored solutions for portfolio management, estate planning, and risk mitigation.

Bordeaux Wealth Advisors is an independent investment advisory firm providing comprehensive wealth management solutions. We specialize in customized financial planning, tax optimization, and values-aligned investment strategies for high-net-worth individuals and families. Our merged entity with Focus Partners Wealth enhances our capacity to deliver sophisticated financial guidance through a client-first approach.