Focus Partner Firms are transforming the landscape of wealth management.
Focus Financial Partners is at the forefront of a growing movement towards transparency and independence that’s sweeping the wealth management industry. Our partners are carefully selected based on the highest standards of excellence. Together they form a powerful network that supports collaborative relationships and the sharing of resources and best practices. Find out how the Focus partnership can help grow and invigorate your business.
Bordeaux Wealth Advisors, Menlo Park, CA
Focus Partner since May 2017
“We have been advising clients through all stages of their lives, including major liquidity events and the transfer of wealth to the next generation. We have built our reputation on our ability help clients build and preserve their wealth by providing holistic advice and exceptional service. Our relationship with Focus originated out of a need to plan for the future for our firm. We intend to build Bordeaux Wealth Advisors not only to serve our clients and their families, but also to support multiple generations of advisors at the firm. Facilitating transitions within the internal leadership ranks over time is instrumental to our firm’s long-term success as it will help attract and retain top talent. We are excited to join the Focus partnership as the support they provide will enhance our ability to provide leading-edge services to our clients.” — Tom Myers, Managing Partner and CEO at Bordeaux Wealth Advisors
Bordeaux Wealth Advisors is a leading independent wealth management boutique firm located in Silicon Valley. Bordeaux Wealth Advisors functions like a personal Chief Financial Officer that advises and counsels families and individuals of substantial wealth on a wide variety of financial matters – providing highly personalized service in an independent and transparent manner. For more information about Bordeaux Wealth Advisors, please visit www.bordeauxwealthadvisors.com.