Bordeaux Wealth Advisors
1550 El Camino Real, Menlo Park, California 94025
(650) 289-1105 Suite 100
Bordeaux Wealth Advisors Business Information
- Name:
- Bordeaux Wealth Advisors
- Address:
- 1550 El Camino Real
Suite 100 - City:
- Menlo Park
- State:
- California, US
- Zip Code:
- 94025
- Telephone:
- (650) 289-1105
- Fax:
- n/a
- Website URL:
- https://bordeauxwealthadvisors.com
- Facebook:
- n/a
- Twitter:
- n/a
- Categories:
- Financial Planning Consultants
Investments - Hours:
- M-F 8am-5:30pm, Sa-Su Closed
- Services:
Cash Flow Planning, Comprehensive Financial Planning, Estate Planning, Financial Education / Stewardship, Income Tax Planning, Insurance and Risk Management Planning, Investment Advisory Services, Philanthropic Planning, Retirement Planning, Values-based Investing, Wealth Transfer - Products:
n/a - Brands:
n/a - Specialties:
- Multi-family Office Services for Ultra High Net Worth Clientele, Concentrated Stock Tax Minimization and Diversification Strategies, Income Tax Planning Strategies
- Coordinates:
- 37.457518, -122.190184
- Accepted Payment:
- Contact:
- [email protected]
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 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.