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January 12, 2024

Bordeaux Wealth Advisors

Platt

Bordeaux Wealth Advisors, a boutique investment advisory and wealth management firm, promoted Phil Platt to managing partner. Platt currently serves as the firm's chief operating officer and is based in Bordeaux's Seattle office. Platt brings 20 years of experience leading the operations of wealth management, serving high-net-worth individuals and families. Bordeaux also has an office in Silicon Valley.




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