Bordeaux Wealth Advisors
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We are an independent investment advisory and wealth management firm located in Silicon Valley and Seattle. We manage the complexities that come from having significant wealth - including tax planning and strategies, managing concentrated stock positions, retirement planning, investment management, legacy and philanthropic planning and more. Our fiduciary model offers highly personalized service and attention in a transparent, fee-only environment.
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wealth management, investment advisor, tax strategy, concentrated stock management, retirement planning
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