We are an independent investment advisory and wealth management firm located in Silicon Valley and Seattle. We manage the complexities that come from having significant wealth - including tax planning and strategies, managing concentrated stock positions, retirement planning, investment management, legacy and philanthropic planning and more. Our fiduciary model offers highly personalized service and attention in a transparent, fee-only environment.
Company Details
- Employees
- 10
- Address
- 1550 El Camino Real,
- Phone
- +1 650-289-1105
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- bordeauxadvisors.com
- Keywords
- Wealth Management, Investment Advisor, Tax Strategy, Concentrated Stock Management, Retirement Planning.
- HQ
- Menlo Park, California
Bordeaux Wealth Advisors Questions
Bordeaux Wealth Advisors's helpline number is +1 650-289-1105
Bordeaux Wealth Advisors's website is bordeauxadvisors.com
Bordeaux Wealth Advisors's LinkedIn profile is https://www.linkedin.com/company/bordeaux-wealth-advisors
Bordeaux Wealth Advisors has
10 employees.
View email and phone details for 10
employees at Bordeaux Wealth Advisors.
Bordeaux Wealth Advisors's industry is
Financial Services
Bordeaux Wealth Advisors's top competitors are
Focus Partners Wealth,
Inoca Capital Partners,
Ieq Capital,
Buckingham Strategic Wealth,
Adero Partners,
Freestone Capital Management,
Focus Financial Partners,
Summit Financial Wealth Advisors,
Baker Street Advisors,
Empirical Wealth Management.
Bordeaux Wealth Advisors's categories are Financial Services
