New space doubles the firm’s office size to support ongoing growth in the Seattle market
MENLO PARK, CA (November 10, 2020) – Bordeaux Wealth Advisors (“Bordeaux”), a boutique investment advisory and wealth management firm headquartered in Silicon Valley, today announced it has moved to a new and larger office space in Bellevue, Washington, earlier this month to support its continued growth in the Seattle market.
As part of Bordeaux’s strategic growth initiative, the firm opened a Bellevue office in January and hired industry veteran Jon Snare as Managing Partner to lead it. Since then, the firm has experienced strong demand for its comprehensive wealth advisory services, and three additional wealth advisors – Jave Ragan, Martin Sobolewski, and Gregory Camperos – have been hired to support Snare and the firm’s clients in the Pacific Northwest.
Bordeaux’s new offices are in Plaza East, located at 11100 NE 8th Street, Suite 320. The expanded space provides Bordeaux with room to hire additional advisors in the Seattle market in the coming years. The new 2,500 square-foot space doubled Bordeaux’s existing office footprint in Bellevue.
Other notable tenants in the Plaza East building include Charles Schwab & Co. and Berntson Porter & Company – two companies that Bordeaux collaborates with to serve their mutual clients.
“We’ve quickly expanded our team in the Seattle market. We’re excited about the new and expanded office space, which will facilitate the growth we are anticipating in 2021 and
beyond,” said Bordeaux CEO and Managing Partner Tom Myers. “Jon Snare has done a
tremendous job this year of putting Bordeaux on the map in the Seattle market. We have
attracted some excellent and experienced advisors to broaden our team’s depth, enabling us to serve more high-net worth families in the Seattle area and the greater Pacific Northwest.”
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
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