Post by Focus Financial Partners

We are pleased to announce that Bordeaux Wealth Advisors has officially joined Focus Partners Wealth. Based in Menlo Park, California, Bordeaux brings approximately $5.64 billion, as of December 31, 2024, to Focus Partners Wealth’s regulatory assets under management and expands Focus Partners Wealth’s presence in key West Coast markets, including Silicon Valley and Seattle.  Bordeaux’s team has a rich history of serving the needs of high-net-worth and ultra-high-net-worth clients, particularly those in the financial, aerospace, and technology industries. Through this partnership, Bordeaux will now gain access to Focus Partners Wealth’s robust client service offerings, including financial planning, tax compliance, and estate planning. We look forward to the new opportunities this partnership will create for clients, teams, and the broader Focus Partners network. Welcome, Bordeaux!

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