MENLO PARK, Calif. (PRWEB) January 13, 2020
Bordeaux Wealth Advisors LLC (“Bordeaux”) announced today that veteran advisor Jon Snare has joined the firm as a Managing Partner and will head the firm’s new office in Bellevue, WA.
Mr. Snare has over 30 years of experience advising and serving ultra-high net worth clients. He previously spent 14 years with Wells Fargo Private Bank, and during this time he was an advisor to numerous ultra-high net worth clients. Prior to Wells Fargo, Jon was with Deloitte for 8 years and led their private client investment advisory group on the West Coast.
Bordeaux’s advisors have served a significant number of Seattle-area families for decades from a base in the San Francisco Bay Area, with approximately 30% of its clients residing in and around Seattle.
“I am excited to join Bordeaux as a Managing Partner and head of their new office. The exceptional caliber of Bordeaux’s professionals and clientele, the sophistication of their investment platform, and their ability to advise clients on all elements of their financial lives presents an attractive opportunity for me at this stage in my career,” said Mr. Snare. “I am thrilled to play a leading role in accelerating Bordeaux’s vision of being a premier provider of comprehensive wealth advisory services to ultra-high net worth families in the Pacific Northwest.”
“We are very pleased to have Jon join the Bordeaux family. Jon and I were colleagues 20 years ago, and he is a true leader. I am thrilled to partner and join forces with him once again,” said Bordeaux CEO, Tom Myers. “We are excited to take this next step and deepen our commitment and ability to serve ultra-high net worth clients in the Seattle area and the Pacific Northwest. We look forward to building a team of exceptionally talented wealth advisory professionals located in the Seattle area.”
About Bordeaux Wealth Advisors LLC
Bordeaux Wealth Advisors LLC (“Bordeaux”) provides custom and comprehensive financial and investment advisory services to ultra-high net worth clients across the U.S. The firm’s headquarters are in Menlo Park, CA. For more information about Bordeaux, please visit bordeauxwealthadvisors.com.