Growing boutique wealth management firm relocates Seattle location to Carillon Point
SEATTLE, WA (14 March 2022) – – Bordeaux Wealth Advisors (“Bordeaux”), a boutique investment advisory and wealth management firm with offices in Silicon Valley and Seattle, is pleased to announce it has relocated its Seattle office to Carillon Point in Kirkland, WA. The area is recognized for its premier office accommodations, as well as restaurants and other first-class amenities.
The move stems from Bordeaux’s significant growth in both headcount and new clients in the Seattle region, necessitating expanded office and meeting space. Bordeaux Wealth Advisors launched its first Seattle office in 2020 and has nearly tripled its overall headcount since March of 2017.
“The Bordeaux team continues to grow,” stated Seattle Managing Partner, Jon Snare. “Our new office allows us to accommodate additional wealth advisory professionals and provides improved conference rooms for the return of in-person client meetings. We are delighted to expand our Seattle presence while continuing to provide best in class service to clients.”
Bordeaux’s substantial growth includes the doubling of its client assets under management
(AUM) over the last five years. “The new Seattle location is critical to our strategic growth plan,” added Tom Myers, CEO and Senior Wealth Advisor. “It enables our team to continue attracting top talent in the region and expand client support and services.”
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.
1550 El Camino Real, Suite 100
Menlo Park, CA 94025
5110 Carillon Point
Kirkland, WA 98033