Managing the complexities of wealth and delivering results for our clients is what we do best. From investment strategies to tax planning and everything in between, we can help simplify your financial life with solutions that are customized for you and your family. Email or call us today to learn more.

How can we help?


3000 Sand Hill Road
Building 1, Suite 150
Menlo Park, CA 94025


601 108th Ave NE
Suite 1900
Bellevue, WA 98004


Contact Info


Call Jon: 650-289-2927

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