Bordeaux Wealth Advisors
Financial Planning Menlo Park
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Description
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.
Keywords Wealth management, Financial advisor, Investment advisor, RIA, Wealth advisor.
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Financial Planning(650)289-1105 (650)-289-1105 +16502891105
Map 1550 El Camino Real
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