Bordeaux Wealth Advisors

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Bordeaux Wealth Advisors — overview

About

Bordeaux Wealth Advisors was a US-based wealth manager. Its services included financial planning, portfolio management, tax & estate planning, retirement planning, education planning, risk management, cash flow planning, divorce financial planning, and philanthropic planning. In July 2025, Bordeaux Wealth Advisors merged with Focus Partners Wealth, LLC.

Bordeaux Wealth Advisors - known decision makers (31)

Position	Location	Asset Class
Associate Wealth Advisor	Menlo Park, US	GEN
Associate Wealth Advisor	Menlo Park, US	GEN
Associate Wealth Advisor	Menlo Park, US	PEREHFPD
Associate Wealth Advisor	Menlo Park, US	GEN
Associate Wealth Advisor	Kirkland, US	GEN

Showing 5 of 31 known decision makers Bordeaux Wealth Advisors

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