MENLO PARK, CA (6 September 2023) – Bordeaux Wealth Advisors (“Bordeaux”), was recently named to the Silicon Valley Business Journal’s list of top wealth managers for the third straight year.
Companies were ranked primarily by their assets under management for the year ending 2022 with information being obtained from the most recent ADV filings on the U.S. Securities and Exchange Commission website and the Business Journal’s independent research.
“Bordeaux is pleased to be named one of the top wealth managers in Silicon Valley,” stated CEO Tom Myers. “This recognition highlights Bordeaux’s commitment to serving high-net-worth individuals and families in Silicon Valley and beyond.”
This recognition is the latest in a series of accolades this year, including Bordeaux being ranked among the Top RIAs in the country by Financial Advisor Magazine as well as being named to the Seattle / Puget Sound Business Journal’s list of top wealth managers.
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.
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. 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.
1550 El Camino Real, Suite 100
Menlo Park, CA 94025
5110 Carillon Point
Kirkland, WA 98033