Bordeaux Wealth Advisors
Hours:
1550 El Camino Real Suite 100, Menlo Park CA 94025
Hours
Most Recent Comments
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January 2023
Bordeaux Wealth Advisors is an exceptional group! Team members collaborate effectively to deliver holistic, best-in-class service to clients.
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December 2020
Bordeaux places clients' needs first and goes above and beyond to meet them. As an employer, Bordeaux offers a true open-door policy, collaborative and respectful environment, and exceptional learning opportunities.
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December 2020
If you plan on applying for a job here, please don't bother. After scheduling and confirming an interview, the company did not even bother to call for the interview, nor did they reach out to explain why. They have no respect for a person's time.
More Comments(5)
From Bordeaux Wealth Advisors
Bordeaux Wealth Advisors is an independent wealth management firm with ~ $4.0 billion in assets under advisement. We take a holistic approach of one’s entire financial situation and deliver guidance on investment portfolio construction, income tax and cash flow planning, estate and wealth transfer, insurance and risk management, education and retirement planning, as well as philanthropic gifting. As your wealth advisor, we give you peace of mind as we have decades of experience managing the many complexities that wealth brings.
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Menlo Park, California
