March 26, 2024

Executive Wealth Group

Focus Financial Partners, a partnership of independent, fiduciary wealth management firms, has entered into a definitive agreement under which Executive Wealth Group, a registered investment adviser based in Kirkland, will join Focus partner firm Bordeaux Wealth Advisors . This transaction is expected to close in the second quarter of 2024, subject to customary closing conditions. Executive Wealth Group, led by Sam Maxwell, provides customized financial planning and investment management services to senior corporate executives and their families, with a focus on serving executives in the aerospace industry. The transaction will increase Bordeaux's presence and market leadership in the Seattle market and enhance its ability to serve executives in the aerospace industry. Executive Wealth Group's clients will gain access to Bordeaux's investment platform, tax and wealth planning capabilities, experienced team of professionals and operational infrastructure. The key principals of both firms have been advising senior aerospace industry executives in the Seattle area for over 50 years combined. Bordeaux Wealth Advisors is an independent investment adviser with offices in Silicon Valley and Kirkland. Bordeaux provides wealth management services that include discretionary and non-discretionary investment advisory services, comprehensive and customized financial planning, tax planning, equity compensation planning, estate and wealth transfer planning for high-net-worth and ultra high net worth individuals and families.