Bordeaux Wealth Advisors, LLC.

Website
Telephone
650-289-1109
Location
1550 El Camino Real
Suite 290
Menlo Park
CA
94025
US

FIRM OVERVIEW

Bordeaux Wealth Advisors, LLC (BWA) is a premier wealth advisory firm that provides objective, independent and comprehensive financial counseling and investment advice to a sophisticated clientele of high net worth individuals and families.

Our firm advises on approximately $2 billion of client assets and has offices in Menlo Park, CA.  As a fee-only wealth advisory firm, BWA’s revenue is derived exclusively from client fees, and neither sells products nor receives commissions.  The firm is wholly owned by its senior partners.

BWA’s culture is centered on integrity, intellectual rigor, curiosity, strong service ethics, and a client focus. We are a proudly independent firm and believe deeply in putting our client’s interests first.

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