Bordeaux Wealth Advisors
(650) 289-1105
1550 El Camino Real, Suite 100, Menlo Park, California, 94025
Business hours
| Monday | 8:00am to 5:30pm |
| Tuesday | 8:00am to 5:30pm |
| Wednesday | 8:00am to 5:30pm |
| Thursday | 8:00am to 5:30pm |
| Friday | 8:00am to 5:30pm |
| Saturday | - |
| Sunday | - |
About us
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.
| Languages | English, Cantonese, Mandarin |
| Tags | Wealth management, Financial advisor, Investment advisor, RIA, Wealth advisor |
| Specialties | Multi-family Office Services for Ultra High Net Worth Clientele, Concentrated Stock Tax Minimization and Diversification Strategies, Income Tax Planning Strategies |
| 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 |