Business claimed
Last updated: Over a year ago
Listed in:
Financial Planning
,
Investment Services
About Bordeaux Wealth Advisors
Bordeaux Wealth Advisors is an independent wealth management firm with ~ $4.0 billion in assets under advisement. We take a holistic approach of one’s entire financial situation and deliver guidance o Go to full description...
Contact information
Phone numbers
Business hours
M-F 8am-5:30pm, Sa-Su Closed
Business website
Additional business details
Email address:
info@bordeauxadvisors.com
Bordeaux Wealth Advisors is an independent wealth management firm with ~ $4.0 billion in assets under advisement. 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.
Services:
Investment Advisory Services, Comprehensive Financial Planning, Income Tax Planning, Estate Planning, Wealth Transfer, Insurance and Risk Management Planning, Philanthropic Planning, Cash Flow Planning, Retirement Planning, Values-based Investing, Financial Education / Stewardship
Specialties:
Multi-family Office Services for Ultra High Net Worth Clientele, Concentrated Stock Tax Minimization and Diversification Strategies, Income Tax Planning Strategies
Languages:
English, Cantonese, Mandarin