About

Bordeaux Wealth Advisors is an independent investment advisory and wealth management firm with offices in Silicon Valley and the Seattle region, serving individuals and families across the country. We provide comprehensive financial planning – incorporating investments, estate planning, tax analysis, retirement planning, philanthropic giving, and more. Our team has spent decades managing the many complexities that wealth brings — providing holistic and customized solutions for growing, preserving, and transferring wealth, along with highly personalized service and attention in an open and transparent environment. We are a fee-only firm that operates under the fiduciary standard and is backed by a highly credentialed team of CFPs, CPAs, CFAs, MBAs and estate planning specialists that work to remove the complexity of one's financial life. Through our Personal CFO model, we provide a complete picture of clients’ wealth in a coordinated and seamless manner.

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