Growing boutique wealth management firm surpasses $4 billion in assets under management
MENLO PARK, CA (7 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 surpassed $4 billion in client assets under management (“AUM”) as of December 31st, 2021.
Bordeaux is an independent wealth management firm that was a spin-out and re-branded as Bordeaux Wealth Advisors in March of 2017. Bordeaux’s AUM at that time was $1.8 billion – and thus the firm has more than doubled its AUM in less than five years.
Bordeaux has achieved an impressive level of growth over the past five years due to its comprehensive and customized wealth advisory services. Bordeaux’s wide range of services includes diversifying out of concentrated equity positions, tax planning and analysis, estate planning, wealth transfer strategies, retirement planning, and many others. Bordeaux also provides customized investment advice with a heavy emphasis on private and alternative investment opportunities.
The team seeks to fill the gap in the marketplace created by traditional investment advisors that may lack the non-investment capabilities and expertise required for effective wealth management. Bordeaux’s advisors work collaboratively, helping clients achieve their financial and life goals while serving as a personal CFO for its clients.
“Achieving this asset milestone is a direct reflection of our team’s commitment to our clients and their complex financial needs,” said Tom Myers, CEO and Senior Wealth Advisor. “Our team continues to win new client engagements at a record clip because of our comprehensive offering and ability to be our clients’ definitive point of contact for all financial matters.”
To support its growth, Bordeaux has been expanding its team and has nearly tripled its headcount since March of 2017. The firm also expanded its footprint by opening an office in the Seattle area at the beginning of 2020. Bordeaux sees considerable growth opportunities in its home markets as well as opportunities to further expand its geographical footprint.
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.
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