Boutique RIA firm recognized by AdvisoryHQ for comprehensive client services, custom solutions
BELLEVUE, WA (17 August 2021) – 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 been named to AdvisoryHQ’s Best Financial Advisors and Wealth Managers in Seattle and Bellevue, Washington.
Bordeaux is led by a very experienced team of partners and wealth advisors who manage the complexities of wealth management for high-net-worth families and individuals. The firm provides comprehensive services and advice for growing, preserving, and transferring wealth, along with highly personalized service in an open and transparent environment.
As part of its strategic growth initiative, Bordeaux opened its Bellevue office in early 2020. In less than two years, the office has grown and is now a team of skilled professionals supporting clients throughout the Pacific Northwest. Bordeaux is actively recruiting advisors in the Seattle area to support its growing base of clients.
“We are grateful for the recognition of our exceptional team in Seattle” said Tom Myers, CEO of Bordeaux Wealth Advisors. “As we continue to grow our firm by adding one client at a time, we are executing on our strategic plan to add more top-flight professionals to serve our growing base of clients in the Pacific Northwest.”
The AdvisoryHQ recognition comes on the heels of Bordeaux being recognized by Financial Advisor magazine as one of the fastest-growing RIAs in the U.S.
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
1550 El Camino Real, Suite 100
Menlo Park, CA 94025
5110 Carillon Point
Kirkland, WA 98033
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.
Award Criteria Disclosure
AdvisoryHQ uses a multi-step selection methodology for identifying, researching, and generating its list of top ranked firms. AdvisoryHQ’s review and ranking articles are 100% independent researched and objectively written.
Firms do not pay for their ranking. In fact, most firms do not even realize that they are being reviewed and ranked by AdvisoryHQ until after their reviews have been completed and published to the public. Below is a step-by-step overview of AdvisoryHQ’s methodology process.
Step 1: Using publicly available sources, AdvisoryHQ identifies a wide range of firms that are providing services in a designated area (city, state, or local geographic location).
Step 2: AdvisoryHQ’s review team then applies initial methodology filters to narrow down the list of identified firms/products. These filters include company strengths, trustworthiness, transparency, professional reputation, managed asset, ROI/ROA effectiveness, fee structure, what customers/clients are saying about the organization, and many more.
Step 3: After trimming down the initial list, AdvisoryHQ then conducts a deep-dive assessment of the remaining firms. The award criteria takes into account a range of factors, including experience level, level of customization, site quality, resources, features, range of provided services, innovation, valueadded, and many more factors, to build up a broad picture of what each firm or product has to offer, before the final selection process occurs.
Step 4: Based on the results of the performed assessment, AdvisoryHQ’s research and selection team then finalizes the list of entities that make it into its top rated publications, which are then published to the general public.
Click here for additional information on AdvisoryHQ’s Selection and Ranking Methodologies.
Read more at AdvisoryHQ: https://www.advisoryhq.com/articles/frequently-asked-questions.