Boutique wealth management firm named to prestigious list
SEATTLE, WA (16 May 2022) – Bordeaux Wealth Advisors (“Bordeaux”), a boutique investment advisory and wealth management firm with offices in Silicon Valley and Seattle, was recently named to the Puget Sound Business Journal’s top Wealth Management Firms list.
“We are delighted to be included among the list of the largest wealth management firms in the Pacific Northwest,” stated Managing Partner Jon Snare. “This recognition highlights Bordeaux’s growth in the Seattle region and our commitment to serving high-net-worth individuals and families in this area.”
Bordeaux opened its Seattle office at the beginning of 2020 and has moved to larger office space twice since then. Most recently, Bordeaux moved to larger offices at Carillon Point in Kirkland. These moves have enabled Bordeaux to continue attracting top talent in the Seattle market and to serve a greater number of clients in the Pacific Northwest.
About Bordeaux Wealth Advisors LLC
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 bordeauxwealthadvisors.com.
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.
1550 El Camino Real, Suite 100
Menlo Park, CA 94025
5110 Carillon Point
Kirkland, WA 98033