Company Overview
- Headquarters
- 3000 Sand Hill Rd, Suite 1-150, Menlo Park CA
- Website
- bordeauxwealthadvisors.com
- Phone
- (650) 289-1105
- Employees
- 11
- Industry
- Financial Services
Financials & Stats
Revenue
$10B
Who is Bordeaux Wealth Advisors
Bordeaux Wealth Advisors is an independent investment advisory and wealth management firm based in Menlo Park, California. The firm employs 11 individuals and generates revenue exceeding $10,000. Bordeaux Wealth Advisors specializes in providing comprehensive financial guidance to high-net-worth individuals and families. They offer a range of services designed to address the unique needs of affluent clients, including tax planning and strategies, management of concentrated stock positions, retirement planning, investment management, and legacy and philanthropic planning. Dedicated to a fiduciary model, Bordeaux Wealth Advisors prioritizes transparency and personalized service. Clients benefit from a fee-only environment, ensuring their best interests are always at the forefront of the firm's advice and strategies. For personalized financial guidance, prospective clients can visit Bordeaux Wealth Advisors' website at bordeauxwealthadvisors.com.
Company Leadership
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| Company Name | Revenue | Number of Employees | Location | Founded in |
|---|---|---|---|---|
| 10M | 35 | Dallas, TX | 1961 | |
| 10M | 23 | San Francisco, CA | ||
| 10M | 1 | Miami Beach, FL | ||
| 10M | 7 | Burr Ridge, IL | 2012 | |
| 10M | 1 | Cheyenne, WY | 1953 |