Awards and recognition by unaffiliated rating services, companies, and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Bordeaux Wealth Advisors (“BWA”) is engaged, or continues to be engaged, to provide investment advisory services; nor should they be construed as a current or past endorsement of BWA or its representatives by any of its clients. Rankings published by magazines and others are generally based on information prepared and/or submitted by the recognized advisor. Moreover, with regard to all performance information contained herein, directly or indirectly, if any, users should note that past results are not indicative of future results. Please see below for a more detailed description of the criteria used with respect to the awards and recognition granted to BWA individual employees.

Barron’s criteria: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance isn’t an explicit component.

Worth criteria: Individual advisor’s expertise, integrity, and dedication to the field of wealth management; portfolio management strategies; risk analysis; client service initiatives; and the educational and professional credentials of advisors.

 

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