Tom Myers, CEO of boutique wealth management firm included on prestigious list.
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on qualitative criteria gained through telephone, virtual and in-person due diligence interviews, along with quantitative data.
To be considered for the list, advisors had to have at least seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their approach to working with clients.
The announcement coincides with the firm’s recent growth in both headcount and assets under management (AUM). Bordeaux has grown to 34 team members with AUM of $4 billion. Bordeaux strives to set the gold standard of wealth management, addressing every aspect of clients’ financial needs, including investments, estate planning, retirement, philanthropic giving, and more.
“In the past year of market turbulence, we helped clients thrive by focusing on diversification, tax planning and wealth transfer and gifting strategies, stated Myers. “Our extensive use of alternative investments, including institutional real estate, venture capital and private equity funds, helped clients maintain their wealth despite the severe market downturn in 2022.”
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 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. Rankings published by magazines and others are generally based on information prepared and/or submitted by the recognized advisor. 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. Please see below for a more detailed description of the criteria used with respect to the awards and recognition granted to BWA individual employees.”
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Data provided by SHOOK® Research, LLC — Data as of 6/30/22. Forbes America’s Top Wealth Advisors and Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
If you want further information, here is our expanded methodology: https://www.forbes.com/sites/rjshook/2023/04/04/methodology-americas-top-wealth-advisors-2023/?sh=79271a624a93