Executive Wealth Group Joins Bordeaux Wealth Advisors, Expanding Aerospace Industry Niche

Focus Financial Partners Inc. (“Focus”), a leading partnership of independent wealth management firms, has announced a definitive agreement under which Executive Wealth Group, LLC, based in Kirkland, WA, will join Focus partner firm Bordeaux Wealth Advisors (“Bordeaux”). The transaction is expected to close in the second quarter of 2024, subject to customary closing conditions.

Executive Wealth Group, led by Sam Maxwell, specializes in providing customized financial planning and investment management services to senior corporate executives and their families, with a particular focus on serving executives in the aerospace industry. This partnership will bolster Bordeaux’s presence and market leadership in the Seattle area while enhancing its ability to serve aerospace industry executives. Clients of Executive Wealth Group will gain access to Bordeaux’s investment platform, tax and wealth planning capabilities, experienced team, and operational infrastructure. The combined expertise of both firms, with over 50 years of combined experience advising senior aerospace industry executives in Seattle, will further strengthen their talent pool and resources.

Sam Maxwell, CEO and Founder of Executive Wealth Group, expressed excitement about the partnership, emphasizing the commitment to exceptional service and personalized attention to clients. He sees the collaboration with Bordeaux as a succession solution for clients, providing access to resources and expertise to continue delivering outstanding service.

Tom Myers, Managing Partner and CEO at Bordeaux, praised Maxwell’s practice and shared enthusiasm for the collaboration, highlighting Maxwell’s dedication to client service and alignment with Bordeaux’s values.

Pradeep Jayaraman, Managing Director and Co-Head of Partnerships and Business Development for Focus, highlighted the significance of the addition of Executive Wealth Group to Bordeaux, emphasizing the expansion of Bordeaux’s Seattle presence and its ability to serve more corporate executives in the area.

This partnership underscores Focus’s commitment to adding value to its partners through M&A expertise, enabling them to broaden capabilities and accelerate growth.

Note: This press release is provided for informational purposes only and does not constitute an offer or solicitation to buy or sell securities.

Source link

Newsletter Updates

Enter your email address below and subscribe to our newsletter