Bordeaux Wealth Advisors

Never miss an update! Visit https://lnkd.in/gKmRGBwY to join our email list with industry leading insights and access more great content. #thoughtleadership #insights #wealthmanagement #RIAs

Never miss an update! Visit https://lnkd.in/gKmRGBwY to join our email list with industry leading insights and access more great content. #thoughtleadership #insights #wealthmanagement #RIAs

Never miss an update! Visit https://lnkd.in/gKmRGBwY to join our email list with industry leading insights and access more great content. #thoughtleadership #insights #wealthmanagement #RIAs

As families and individuals across the U.S. face implications of hurricanes, wildfires, and other natural disasters, it’s important for the impacted households to understand the tax benefits provided to aid in their financial recovery.  Check out the commentary from our colleague, #JaveRagan, in this Financial Advisor article: https://lnkd.in/e-_TFbyY  #NaturalDisaster #WealthManagement #FinancialPlanning #JeffStimpson

Bordeaux Wealth Advisors is pleased to announce it has been named to Barron's list of Top 100 #RIA Firms for 2024. Congrats to our outstanding team on this prestigious designation! For the research methodology and the full list of firms included, click here: https://lnkd.in/gH3CpR7m. #WealthManagement #RIAs #Top100RIA #GoldStandard Disclosures: Awards and recognitions by unaffiliated rating services, companies, and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if the Firm is engaged, or continues to be engaged, to provide investment advisory services; nor should they be construed as a current or past endorsement of the Firm or its representatives by any of its clients. The Firm makes no representation that the rating is representative of any one client’s experience. Neither the Firm nor its representatives paid a fee to participate in any survey. Rankings published by magazines and others are generally based on information prepared and/or submitted by the recognized advisor. Investment performance generally is not a criteria for an award. Moreover, with regard to all performance information contained herein, directly or indirectly, if any, note that past results are not indicative of future results.

Never miss an update! Visit https://lnkd.in/gKmRGBwY to join our email list with industry leading insights and access more great content. #thoughtleadership #insights #wealthmanagement #RIAs

Never miss an update! Visit https://lnkd.in/gKmRGBwY to join our email list with industry leading insights and access more great content. #thoughtleadership #insights #wealthmanagement #RIAs

Never miss an update! Visit https://lnkd.in/gKmRGBwY to join our email list with industry leading insights and access more great content. #thoughtleadership #insights #wealthmanagement #RIAs

Among #wealthmanagement firms, Bordeaux Wealth Advisors has carved out a niche by doubling down on personalized, high-touch #clientservice. Thank you InvestmentNews for featuring Managing Partner Jon Ekoniak, CFP® in this recent article: https://lnkd.in/gQvRpchW #RIAs #goldstandard

Bordeaux Wealth Advisors is pleased to announce it has been named to Barron's list of Top 100 #RIA Firms for 2024. Congrats to our outstanding team on this prestigious designation! For the research methodology and the full list of firms included, click here: https://lnkd.in/gH3CpR7m. #WealthManagement #RIAs #Top100RIA #GoldStandard Disclosures: Awards and recognitions by unaffiliated rating services, companies, and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if the Firm is engaged, or continues to be engaged, to provide investment advisory services; nor should they be construed as a current or past endorsement of the Firm or its representatives by any of its clients. The Firm makes no representation that the rating is representative of any one client’s experience. Neither the Firm nor its representatives paid a fee to participate in any survey. Rankings published by magazines and others are generally based on information prepared and/or submitted by the recognized advisor. Investment performance generally is not a criteria for an award. Moreover, with regard to all performance information contained herein, directly or indirectly, if any, note that past results are not indicative of future results.