Insurance & Risk Management Planning


Protecting you from potential financial risks is critical to preserving your wealth. We conduct a thorough review of all your current insurance policies, including life, health, disability, property and casualty, to see if your coverage is sufficient and appropriate. We can introduce you to third-party insurance agents or brokers who will review the companies, policies and programs you have in place to either better align your benefits or to reduce costs through a network of carriers. As your life evolves and your needs change, we will continue to monitor your coverage and proactively suggest adjustments when appropriate. While we offer a great deal of insight to guide you in this arena, Bordeaux Wealth Advisors receives no financial gain from any recommendations we give our clients so we remain fully unbiased.

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