Jon Snare, CFA, CFP — Senior Wealth Advisor · Focus Partners

Jon Snare, CFA, CFP — Senior Wealth Advisor · Focus Partners · Greater Seattle Area.

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About

I am a Senior Wealth Advisor with Focus Partners Wealth in the Kirkland, WA office. I was previously the Managing Partner of Bordeaux Wealth Advisors in the Seattle area until we merged with FPW on July 1, 2025.

I have been working with high-net-worth individuals and families to build comprehensive financial plans and an integrated approach to wealth management for over 30 years. We help clients such as business owners, corporate executives, and technology industry employees organize and simplify their financial lives by acting as their personal CFO. We help them address all things financial in their lives so they can focus on the things that are most important to them.

Experience

Senior Wealth AdvisorCurrent
Focus Partners · Kirkland, Washington, United States
Jul 2025 – Present
I am a Senior Wealth Advisor in the Kirkland office of Focus Partners Wealth. The former Bordeaux Wealth Advisors merged with FPW on July 1, 2025. We serve high net worth and ultra-high net worth individuals and families across the country with complex wealth management needs. Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, we work with clients at every stage, helping them control their financial future — whether that’s planning for retirement, preparing the next generation, or growing their business. We are dedicated to fostering meaningful growth for our clients. Our team of advisors works 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. Bordeaux Wealth Advisors merged with Focus Partners Wealth in July, 2025. Focus Partners Wealth is a registered investment advisor with the Securities and Exchange Commission. Registration does not imply any level of skill or training. Additional information about Focus Partners Wealth is also available on the SEC's website at www.adviserinfo.sec.gov. What I post here is my opinion, not the opinion of my employer. This information is provided for general information purposes only and should not be construed as financial, tax, or legal advice.