West coast wealth management firm CEO included once again on respected list
MENLO PARK, CA (19 March 2021) – Tom Myers, CEO and Managing Partner of Silicon Valley and Seattle-based Bordeaux Wealth Advisors (“Bordeaux”), a boutique investment advisory and wealth management firm, was recently named to the prestigious Barron’s Top 1,200 Financial Advisors list. Bordeaux manages approximately $3.5 billion of client assets.
Mr. Myers has more than 30 years of wealth advisory services experience with a background in investments, finance and taxation. Leveraging this experience to help clients develop and maintain long-term financial strategies has earned him recognition by Barron’s 12 times in his career. He has also been consistently named to Barron’s Top 100 Independent Advisors list over the past 13 years.
“This honor is a direct reflection of the hard work and dedication of the entire Bordeaux team,” Mr. Myers said. “Being recognized by Barron’s year after year demonstrates that we, as a firm are consistently delivering high-value advice and incomparable service to our clients. We strive every day to guide our clients with unique financial planning, portfolio management, tax planning and estate planning decisions that enable them to achieve their financial goals and objectives.”
Mr. Myers holds an M.B.A. from the Wharton School of Business at the University of Pennsylvania and graduated cum laude from Miami University with a Bachelor’s in Business Administration (Accountancy).
About Bordeaux Wealth Advisors
Bordeaux Wealth Advisors provides custom and comprehensive financial and investment
advisory services to ultra-high net worth clients across the U.S. The firm has offices in Silicon Valley and Seattle. For more information about Bordeaux, please visit
www.bordeauxwealthadvisors.com.
1550 El Camino Real, Suite 100
Menlo Park, CA 94025
5110 Carillon Point
Kirkland, WA 98033
(650) 289-1105
(650) 472-8016
www.bordeauxwealthadvisors.com
Media Contact
Jay Scott
jscott@gavinadv.com
484-695-3774
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 financial and investment advisory services; nor should they be construed as a current or past endorsement of BWA or its representatives by any of its clients. Neither BWA nor its representatives paid a fee to participate in any survey. 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 Top 1200 rankings are based on data provided by around 4,000 of the nation’s most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance isn’t an explicit component because not all advisors have
audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment-picking abilities. The rankings are meant as a starting point for clients looking for an advisor—a firstpass vetting that can help investors narrow a search. Every advisor will have his or her own approach to investing, financial planning and other services.
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