Business Information
Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through an expansive range of services, we work with clients at every stage, helping them control their financial future. We are dedicated to fostering meaningful growth for our clients. Our fiduciary advisors work collectively to deliver personalized wealth planning strategies across local communities, placing our clients’ values, goals, motivations, and priorities at the heart of everything we do.

Opening Times
Mon-Fri 8am-5:30pm, Sat-Sun Closed

Email Addresses
info@bordeauxadvisors.com

Services:
Investment Advisory Services, Comprehensive Financial Planning, Income Tax Planning, Estate Planning, Wealth Transfer, Insurance and Risk Management Planning, Philanthropic Planning, Cash Flow Planning, Retirement Planning, Values-based Investing, Financial Education / Stewardship

Specialties:
Multi-family Office Services for Ultra High Net Worth Clientele, Concentrated Stock Tax Minimization and Diversification Strategies, Income Tax Planning Strategies

Languages:
English, Cantonese, Mandarin

Map location Select here to view map

Editing or updating this listing

Update your details here if you are unaware of any log-in information for this listing.

Disclaimer

Opinions expressed within reviews are those of the individual author and are not the views or opinions of Lowi Ltd, My Local Services or any of its employees.

If you have an issue with any review comments then please fill in the review issue form and include as much detail as possible.

Incorrect data:
If you want to report incorrect information on this web page, then please contact us and outline the issue. We aim to resolve most problems within one business day.