Phil Platt named partner to advance firm’s strategic growth plan
SEATTLE, WA (January 10, 2024) – Bordeaux Wealth Advisors (“Bordeaux”), a boutique investment advisory and wealth management firm, is pleased to announce the promotion of Phil Platt to Managing Partner. Mr. Platt currently serves as the firm’s Chief Operating Officer and is based in Bordeaux’s Seattle office.
The expansion of the executive team to six managing partners enhances Bordeaux’s ability to serve its growing client base. Mr. Platt’s promotion also highlights the growth and advancement at all levels of the firm. Four Associates were promoted to Wealth Advisor as of January 1st.
“We are thrilled to welcome Phil Platt to the partnership,” said Bordeaux CEO Tom Myers. “He joined Bordeaux in May of 2023 and has made significant contributions to the management and leadership of our firm in a short amount of time. Our firm has tripled in size over the past six years, and we are at the point where we need dedicated executive talent to help our business. Phil’s leadership will help us to continue to grow our business and our people.”
Mr. Platt brings 20 years of experience leading the operations of wealth management and multi-family office firms serving high-net-worth individuals and families.
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
www.bordeauxwealthadvisors.com
Media Contact
Jay Scott
jscott@gavinadv.com
484-695-3774
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