The firm, based in Seattle and Silicon Valley, has moved to a new office in its Washington State base to accommodate a rise in new clients and employee headcount. The Seattle area market continues to grow, notwithstanding some challenges.

Bordeaux Wealth Advisors, a boutique investment advisory and wealth management firm with offices in Silicon Valley and Seattle, has relocated its Seattle office to Carillon Point in Kirkland, Washington. It is making the move to accommodate a rise in new clients and employee headcount.

The firm, which launched its first Seattle office in 2020, has nearly tripled its overall headcount since March of 2017. It serves ultra-high net worth clients across the US.

“The Bordeaux team continues to grow,” Seattle managing partner Jon Snare said. “Our new office allows us to accommodate additional wealth advisory professionals and provides improved conference rooms for the return of in-person client meetings. We are delighted to expand our Seattle presence while continuing to provide best-in-class service to clients.”

In January it promoted James Hering to managing partner. Hering is based in Menlo Park, the business's Silicon Valley office.

Family Wealth Report has examined the Seattle area wealth management market and the forces driving it, as well as some of the problems.