Why us

We provide sophisticated and objective investment, financial and tax advice that helps our clients achieve or maintain financial independence.

We are our clients’ first contact for a wide range of financial and investment issues while delivering an unparalleled level of expertise as the quarterback of their team of advisors. Our clients gain clarity and peace of mind from knowing that their financial lives are well-organized, and the confidence and control that comes from working with a trusted advisor who has their best interests in mind.

How can we help you write your story?

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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