Bordeaux Wealth Advisors

Bordeaux Wealth Advisors is an independent wealth management firm with over $2 billion in assets under management. We take a holistic approach of one’s entire financial situation and deliver guidance on investment portfolio construction, income tax and cash flow planning, estate and wealth transfer, insurance and risk management, education and retirement planning, as well as philanthropic gifting. As your wealth advisor, we give you peace of mind as we have decades of experience managing the many complexities that wealth brings.