We manage the complexities of wealth so you don’t have to.

Welcome to Bordeaux Wealth Advisors

We are an independent investment advisory and wealth management firm headquartered in Silicon Valley, serving individuals and families across the country.

Our team has spent decades managing the many complexities that wealth brings — providing comprehensive and customized solutions for growing, preserving and transferring wealth, along with highly personalized service and attention in an open and transparent environment.

How can we help you?

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Who We Are

We are a highly experienced and credentialed team who believe in serving clients at the very highest of standards.

What We Offer

We provide sophisticated and objective, financial, investment and tax advice that help clients maintain or achieve financial independence.

Who We Serve

Financially successful individuals and families who value having a trusted advisor to guide them through life’s complex financial situations.

Why Us

We simplify our clients’ complex financial lives and enable them to spend more time pursuing their passions.