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Bordeaux Wealth Advisors

Financial Services

Specialities :
Wealth management
Investment advisor
Tax strategy
Concentrated stock management
And retirement planning
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revenue-icon Revenue
11M - 100M
funding-icon Total Funding
--
size-icon Size
11 - 50
About Us
Org Charts
Employees
Buyer Intent
Tech Stack
Jobs

Frequently Asked Questions About Bordeaux Wealth Advisors

What does Bordeaux wealth advisors do?+

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

What are Bordeaux wealth advisors's specialties? +

Wealth management,investment advisor,tax strategy,concentrated stock management,and retirement planning

What is Bordeaux wealth advisors's industry? +

Bordeaux wealth advisors operates in the Financial services industry.

What is Bordeaux wealth advisors's revenue? +

Bordeaux wealth advisors's revenue is 11m - 100m

What is Bordeaux wealth advisors's company size? +

Bordeaux wealth advisors has 11 - 50 employees.

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