Bordeaux Wealth Advisors
Contact: Jon Snare
11100 NE 8th Street
About Bordeaux Wealth Advisors
Bordeaux Wealth Advisors is a premier investment advisory and wealth management firm with approximately $4 billion in assets under management across 170 families. We have offices in Menlo Park, California, and Seattle, Washington -- areas that are synonymous with innovation, entrepreneurship and wealth creation.
We act as personal CFOs for high-net-worth individuals and families in growing, preserving and transferring wealth. BWA is proud to be a member of Focus Financial Partners -- a partnership of approximately 60 elite wealth management firms, predominantly in the U.S.
Our mission is to serve as our client's most trusted advisor -- guiding them to achieve their financial goals and objectives -- and enabling them to achieve their ideal future. We take a holistic approach toward one’s entire financial situation and deliver guidance on investment portfolio construction, income tax and cash flow planning, estate and wealth transfer, insurance and risk management, education and retirement planning, as well as philanthropic gifting.