Company Management

Bordeaux Wealth Advisors

Financial Services 1550 El Camino Real 10 employees

Employees: 10
Contacts: 3
Emails: 3

bordeauxadvisors.com LinkedIn

Bordeaux Wealth Advisors Overview

Headquarters: 1550 El Camino Real
Phone Number: Available in AeroLeads
Website: bordeauxadvisors.com
Industry: Financial Services
Employees: 10
Funding: ,
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Wealth Management Investment Advisor Tax Strategy Concentrated Stock Management Retirement Planning

About Bordeaux Wealth Advisors

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.

Bordeaux Wealth Advisors Contact Details

People in AeroLeads: 4
With contact data: 3
Email contacts: 3; 75.0% coverage

Bordeaux Wealth Advisors Org Chart

Sample employees and titles

Name	Title	Location	Contact
Nick Casaccia, Cpa, Cfp®	Senior Wealth Advisor at Bordeaux		View
Adrian Galer	Finance and Operations Analyst	Greater Seattle Area, United States	Email
Maggie Liu	Wealth Advisor/asian Wealth Advisory	Menlo Park, California, United States	Email
Fabian C. Garces, Cfa, Cfp®	Bordeaux Wealth Advisors	Menlo Park, California, United States	Email