Wealth Advisor Maggie Liu, MBA, MST, CPWA® Leads the Initiative
MENLO PARK, CA (17 October 2023) – Bordeaux Wealth Advisors, LLC (“Bordeaux”), a boutique wealth management firm with offices in Silicon Valley and Seattle, is pleased to launch its Asian Wealth Advisory practice under the direction of Maggie Liu, MBA, MST, CPWA®. The group is comprised of a team of multilingual financial advisors dedicated to serving Asian families and individuals.
“Asian Americans represent a truly multifaceted community,” Liu stated, “with unique goals for their wealth. I’m delighted that Bordeaux provides comprehensive services tailored to these investors. Our financial advisors understand Asian American perspectives about wealth and can provide a personalized experience that meets their needs.”
The practice serves Asian American investors looking for holistic wealth advisory, including investment, tax and estate planning and more. “Asian Americans, including Pacific Islanders, is one of the fastest growing communities in the U.S.,” commented Bordeaux CEO Tom Myers. “I’m pleased that we can provide customized advisory for these investors. As a firm, we look forward to growing the number of families we serve in this community.”
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