Bordeaux Wealth Advisors is a top ranked, independent investment and wealth advisory firm with $4 billion of AUM and offices in Silicon Valley and the Seattle area, serving individuals and families across the country with complex wealth needs. Our team has vast experience managing the many complexities that significant wealth brings. We have perfected the art of providing comprehensive and customized solutions for growing, preserving and transferring wealth for generations. We help individuals and families in a myriad of ways including: Investment Advisory Comprehensive Financial Planning Income Tax Planning Estate & Wealth Transfer Planning Insurance & Risk Management Planning Philanthropic Planning Cash Flow Planning Retirement Planning Education Planning
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Bordeaux Wealth Advisors is a wealth manager based in Menlo Park, United States, managing approximately $4.0B in assets.
Bordeaux Wealth Advisors is headquartered in Menlo Park, United States.
Bordeaux Wealth Advisors manages approximately $4.0B in assets under management.
Bordeaux Wealth Advisors focuses on Philanthropy, Joint Venture/Partner, Asset Disposition, Fund of Funds, Education, Charitable Investments, Debt Management, Legal & Tax Services.
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