In the News

April 16, 2021 – What Are Closed-End Funds? How Do They Work?

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March 23, 2021 – Bordeaux Wealth Advisors Makes Forbes Best-In-State Wealth Advisors 2021

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February 9, 2021 – Virtual Event to Provide Insights into Socially Responsible Investing

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December 12, 2020 – Here’s how California and S.F. will benefit from 2020’s IPO riches

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October 28, 2020 – Bordeaux Wealth Advisors Hires COO and Wealth Advisor

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September 18, 2020 – Bordeaux Wealth Advisors Makes Barron’s 2020 List of Top 100 Independent Advisors

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July 22, 2020 – Bordeaux Wealth Advisors Expands its Team of Advisors

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March 31, 2020 – Bordeaux Wealth Advisors Announces Senior Promotions, New Seattle Office

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March 26, 2020 – Coronavirus: Apple, Intel lead big rally among Bay Area stocks

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January 10, 2020 – Bordeaux Wealth Advisors Further Expands into Seattle Market

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April 9, 2021 – Reviled insurance policies aim for retirement planning comeback amid potential tax hikes

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March 19, 2021 – Bordeaux Wealth Advisors Executive Ranked on Barron’s 2021 List of Top 1,200 U.S. Financial Advisors

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December 24, 2020 – Looking Back at the First Year of New SEC-Approved Structures Within the Active ETF Space

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November 10, 2020 – Bordeaux Wealth Advisors Has Moved to Larger Office Space in Bellevue, Washington

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October 5, 2020 – Bordeaux Wealth Advisors Expands Holistic Approach to Sustainable and Values-Based Investing

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August 25, 2020 – BWA is recognized as one of the top RIA Firms by Financial Advisor

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May 6, 2020 – Bordeaux Wealth Advisors Announces Key Hire for New Seattle Office

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March 27, 2020 – Dow rebounds from worst day since 1987, soaring over 1,000 points, as huge government stimulus plan takes shape

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March 17, 2020 – How bad is the stock market sell-off?

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November 18, 2019 – Bordeaux Wealth Advisors CEO Named to Barron’s Advisor Hall of Fame

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