Managing Partner Jon Snare, CFA, CFP® was featured as part of TD Ameritrade Market on Close with Oliver Renick to discuss investment and tax opportunities in a volatile market. Click below for the full recording.
You can now find Bordeaux Wealth Advisors at Focus Partners Wealth.
We’re excited to share that Bordeaux Wealth Advisors has merged with Focus Partners Wealth – an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Bordeaux Wealth Advisors’ legacy continues as we join forces with Focus Partners Wealth which shares our commitment to excellence and a client-centric culture. While our name is changing, everything you value about BWA—our people, our values, and our knowledge to act as your personal CFO remains unchanged. What’s new is the strength of expanded resources, enhanced capabilities, and a broader range of services.
We invite you to explore all that Focus Partners Wealth has to offer and look forward to continuing our journey together, stronger than ever.
