logo logo
logo logo
  • Who We Are
    • Our Story
    • Our Culture
    • Our Team
    • Why Us
  • What We Offer
    • View All
    • Comprehensive Financial Planning
    • Investment Advisory Services
    • Values-Based Investing
    • Income Tax Planning
    • Divorce Financial Planning
    • Equity Compensation Planning
    • Estate & Wealth Transfer Planning
    • Insurance & Risk Management Planning
    • Philanthropic Planning
    • Cash Flow Planning
    • Retirement Planning
    • Education Planning
  • Who We Serve
    • Who We Serve
    • Asian Wealth Advisory
    • Client Stories
  • Insights
Client Access CONTACT

Posts By: Bordeaux Wealth Advisors

  1. Home
  2. Our Blog

Category:
  • All Categories
  • Email
  • In the News
  • Press Releases
  • Prospect Drip Campaign
  • Thought Leadership

December 29, 2023 6 Best Ways the Upper Class Can Build Generational Wealth in These 3 Major Cities. Jon Ekoniak, CFP® is featured in this GoBankingRates article. Read More
December 5, 2023 24 people who will shape wealth management in 2024: Bordeaux’s Maggie Liu, MBA, MST, CPWA® is featured. Read More
October 18, 2023 Third Quarter 2023 | Return of the Bond Market Vigilantes? Read More
July 31, 2023 Second Quarter 2023 | Glass Half-Full or Half-Empty? Read More
July 31, 2023 Credit Freezing: A Free & Simple Way to Minimize Identity Theft Read More
May 26, 2023 Estate Planning Primer for Washingtonians Read More
May 19, 2023 Directed Trusts: Powerful Estate-Planning Solutions for Clients and Advisors Read More
May 11, 2023 Bordeaux Wealth Advisors Hires RIA Industry Veteran COO Read More
April 28, 2023 Bordeaux Wealth Advisors Co-Founder and Managing Partner Featured on Vanguard Investment Panel Read More
April 25, 2023 First Quarter 2023 | Bank Crisis Redux? Read More
« Older Posts
Newer Posts »
Locations

Silicon Valley:
1550 El Camino Real
Suite 100
Menlo Park, CA 94025
p. 650-289-1105

Seattle:
5110 Carillon Point
Kirkland, WA 98033
p. 425-979-3518

About
  • Our Story
  • Our Culture
  • What We Offer
  • Our Team
Additional Info
  • Disclosure
  • ADV
  • Privacy Policy
  • Form CRS
  • ESG Criteria and Methodology
  • Professional Designations
© Copyright 2024, Bordeaux Wealth Advisors, LLC. All rights reserved.

You can now find Bordeaux Wealth Advisors at Focus Partners Wealth.

We’re excited to share that Bordeaux Wealth Advisors has merged with Focus Partners Wealth – an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Bordeaux Wealth Advisors’ legacy continues as we join forces with Focus Partners Wealth which shares our commitment to excellence and a client-centric culture. While our name is changing, everything you value about BWA—our people, our values, and our knowledge to act as your personal CFO remains unchanged. What’s new is the strength of expanded resources, enhanced capabilities, and a broader range of services.

We invite you to explore all that Focus Partners Wealth has to offer and look forward to continuing our journey together, stronger than ever.

Continue to website

© 2025 Focus Partners Wealth