Taylor Mitchell - Ameriprise Financial Services

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.

Hightower Advisors, founded in 2008, is a leading financial advisory network that supports over 140 elite firms across 34 states, emphasizing a personalized approach to wealth management. The company prioritizes client interests, operating with fiduciary responsibility, and aims to help clients define and achieve their unique definitions of success, which can range from philanthropic endeavors to travel aspirations. With a strong commitment to innovation and growth, Hightower provides its affiliated advisory firms with essential resources, including marketing, financial operations, and regulatory guidance. The firm fosters a collaborative community where advisors can focus on client well-being while benefiting from a supportive infrastructure conducive to long-term success. Generated from the website

Merrill Lynch Wealth Management, located in Bellevue, WA, caters to clients in the surrounding areas, providing a range of asset management solutions. Clients can schedule appointments to explore the available services tailored to their financial needs. The company offers personalized wealth management services, ensuring clients receive expert guidance and support in managing their assets effectively. With a focus on client satisfaction, Merrill Lynch Wealth Management strives to deliver comprehensive financial solutions. Generated from their available business information