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October 18, 2023

Bordeaux Wealth Advisors

Bordeaux Wealth Advisors, LLC, a boutique wealth management firm with offices in Silicon Valley and Seattle, has launched its Asian Wealth Advisory practice under the direction of Maggie Liu. The group is comprised of a team of multilingual financial advisors dedicated to serving Asian families and individuals.

“Asian Americans represent a truly multifaceted community,” Liu stated, “with unique goals for their wealth. I'm delighted that Bordeaux provides comprehensive services tailored to these investors. Our financial advisors understand Asian American perspectives about wealth and can provide a personalized experience that meets their needs.”

The practice serves Asian American investors looking for holistic wealth advisory, including investment, tax and estate planning and more. “Asian Americans, including Pacific Islanders, is one of the fastest growing communities in the U.S.,” commented Bordeaux CEO Tom Myers. “I'm pleased that we can provide customized advisory for these investors. As a firm, we look forward to growing the number of families we serve in this community.”




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