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Direct Investment  + Financial Advisory  + M&As  + RIAs & Financial Advisors  + Wealth Management  |  March 27, 2024
Focus Facilitates Executive Wealth Group Acquisition of Bordeaux
Joe Palmisano
By: Joe Palmisano

Focus Facilitates Executive Wealth Group Acquisition of Bordeaux 

Focus Financial Partners Inc., a registered investment advisor aggregator, announced the acquisition of Kirkland, WA-based Executive Wealth Group, LLC by Bordeaux Wealth Advisors, boosting the firm’s already strong position within the Seattle market. 

The transaction is expected to close in the second quarter of 2024. 

Executive Wealth Group, led by CEO and founder Sam Maxwell, provides financial services tailored for senior executives in the aerospace sector. The firm’s clients will gain access to Bordeaux’s investment platform, tax and wealth planning capabilities, and operations. 

“Partnering with Bordeaux solidifies a succession solution for our clients, and it will also allow us to draw from the substantial resources, top notch talent and knowledge of a great firm,” said Maxwell. 

Earlier this month, Focus completed its second intra-partnership merger under its new “hub” strategy. The transaction, which is expected to close in the first quarter, will combine $10.4 billion GW & Wade and $21.1 billion Colony Group. 

Last December, the firm facilitated a merger between Sutton Wealth Advisors, Inc. and Focus’ partner firm Cornerstone Wealth Group, LLC.   

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Focus Financial Partners Inc.Bordeaux Wealth AdvisorsExecutive Wealth Group

About Joe Palmisano

Joe Palmisano is editorial director of Connect Money, where he oversees daily coverage of alternative assets, direct investments, financial advisory and the economy. He brings three decades of experience as a financial journalist, analyst and portfolio manager. Before joining Connect Money, Palmisano wrote for The Wall Street Journal, covering foreign exchange, global fixed-income and equity markets. He later served as a senior research analyst and portfolio manager, producing market analysis and managing foreign exchange and U.S. equity portfolios for FX Concepts. His work has also appeared in SFO Magazine and CMT Association publications. Palmisano earned a bachelor’s degree in finance from The American University and holds the Chartered Market Technician (CMT) designation and is a member of the CFA Institute.
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