Tom Myers, CFA, CFP, CPA — Senior Wealth Advisor · Focus Partners

Tom Myers, CFA, CFP, CPA — Senior Wealth Advisor · Focus Partners · Kirkland, Washington, United States.

Direct contact

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About

⇢ Founder, CEO, and senior advisor of a top-ranked independent investment advisory firm and an inaugural member of Barron's Financial Advisor Hall of Fame ⇢ Sophisticated investment platform utilizing endowment-style investing, which features the following: * High allocation to alternative investments (e.g., private equity, hedge funds, real estate, etc.) * Long-term focus with emphasis on strategic asset allocation * Global diversification * Risk management via uncorrelated assets ⇢ Our clients are taxable investors, and thus, tax implications are not an after-thought -- tax planning and advice are integrated into everything we do ⇢ Bordeaux has set the standard of excellence in wine for centuries -- we strive to do the same in our industry

For more information, visit: https://bordeauxwealthadvisors.com/

Experience

Senior Wealth AdvisorCurrent
Focus Partners · Kirkland, Washington, United States
Jul 2025 – Present
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.  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. Bordeaux Wealth Advisors merged with Focus Partners Wealth in July 2025.