Our culture

We have assembled a team of talented professionals selected not only for our experience and knowledge, but also for our dedication to serving our clients and exceeding their expectations.

Our clients have achieved a high level of success in their lives and they have trusted us to be their financial stewards.  As such, we have set forth a list of values that guide us in our everyday lives, both inside and outside of the workplace.

Shared Values for IMPACT

Integrity, Honesty and Objectivity

  • Always act with integrity, honesty, empathy and honorable character
  • Maintain the highest ethical standards and an independent perspective
  • These qualities are the foundation for the trust that our clients have in us

Motivated and Committed to Serve Others

  • Have a passion for serving clients at the very highest of standards
  • Go above-and-beyond to serve and impress our clients
  • Demonstrate a find-a-way, can-do attitude

Passion for Excellence

  • Strive to set the standard of excellence in all that we do
  • Maintain world-class expertise through intellectual curiosity and continuous improvement
  • Be open to new ideas; encourage lifelong learning; welcome thoughtful critique and criticism


  • Take initiative; show courage; no job is too small
  • Hold ourselves and others accountable for exceeding client expectations and delivering results
  • Manage firm resources cost-effectively

Compassion and Respect for Others

  • Respect, listen to, help and appreciate everyone on our team
  • Treat everyone with dignity; our clients, team members, vendors and competitors
  • Enjoy the journey and each other; never have fun at others’ expense

Teamwork and Collaboration

  • Believe in the power of skilled and motivated people working together;
  • Build strong relationships; develop others; communicate clearly, candidly, and concisely
  • Be humble; keep egos in check; we are more interested in achievement than status

COVID-19 UPDATE: We take the health of our employees, clients and community as a top priority. During the COVID-19 crisis, the team at Bordeaux Wealth Advisors will be working remotely and are committed to remaining accessible to those we serve. We will continue to provide financial guidance and advice to help you navigate this challenging financial environment. Please do not hesitate to contact us at 650-289-2927