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March 15, 2022
Bordeaux Wealth Advisors, a boutique investment advisory and wealth management firm with offices in Silicon Valley and Seattle, announced it has relocated its Seattle office to Carillon Point in Kirkland. The move stems from Bordeaux's growth in both headcount and new clients in the Seattle region, necessitating expanded office and meeting space. Bordeaux Wealth Advisors launched its first Seattle office in 2020 and has nearly tripled its overall headcount since March of 2017. Bordeaux's growth includes the doubling of its client assets under management over the last five years. Bordeaux Wealth Advisors provides custom and comprehensive financial and investment advisory services to ultra-high-net-worth clients across the United States.