Our clients
Many of our clients are venture capitalists and private equity leaders. They are independent business owners and successful executives. They are retirees who like to travel and enjoy time with their family and pursuing their hobbies. They are also young professionals with bright futures ahead.
Our clients are typically financially independent or are on the road to financial independence. They have a common thread knowing that their time is better spent on doing the things that they love doing. They have achieved success in life by surrounding themselves with talented and intelligent individuals, and selecting a wealth manager is no different.
Client benefits
Peace of mind. Confidence. Time to focus on the things they love doing. Feeling connected and informed. Relief. Happiness. These are the feelings our clients tell us they experience when working with Bordeaux Wealth Advisors. This is possible because we are the one call they can make to for all of their financial issues. They have loved ones to care for, charities to support, vacations to enjoy, and memories to be made. Worrying about their financial situation isn’t one of their goals…and it is probably not one of yours either.
IMPORTANT DISCLAIMER:
THESE FICTIONAL CLIENTS ARE PROVIDED FOR ILLUSTRATIVE PURPOSES ONLY TO PROVIDE AN EXAMPLE OF THE FIRM’S CLIENT BASE, PROCESS, AND METHODOLOGY. PAST PERFORMANCE IS NO GUARANTEE OF FUTURE RESULTS. THE EXPERIENCES PORTRAYED IN THESE CASE STUDIES ARE NOT REPRESENTATIVE OF ALL OF THE FIRM’S CLIENTS OR THE CLIENTS’ EXPERIENCES. DIFFERENT TYPES OF INVESTMENTS INVOLVE VARYING DEGREES OF RISK, AND ACTUAL RESULTS MAY VARY MATERIALLY THAN THOSE PORTRAYED HEREIN. AN INDIVIDUAL’S OUTCOME MAY VARY BASED ON HIS OR HER INDIVIDUAL CIRCUMSTANCES AND THERE CAN BE NO ASSURANCE THAT THE FIRM WILL BE ABLE TO ACHIEVE SIMILAR RESULTS IN COMPARABLE SITUATIONS. NO PORTION OF THESE CASE STUDIES IS TO BE INTERPRETED AS A TESTIMONIAL OR ENDORSEMENT OF THE FIRM’S FINANCIAL AND INVESTMENT ADVISORY SERVICES AND IT IS NOT KNOWN WHETHER THE CLIENTS REFERENCED APPROVE OF THE FIRM OR ITS SERVICES. THE INFORMATION CONTAINED HEREIN SHOULD NOT BE CONSTRUED AS PERSONALIZED FINANCIAL OR INVESTMENT ADVICE. PLEASE CONTACT US FOR ADDITIONAL INFORMATION WITH RESPECT TO THE STRATEGIES AND/OR INVESTMENTS DESCRIBED HEREIN.