Focus Financial Partners to Acquire Executive Wealth Group, LLC and Add It to Bordeaux Wealth Advisors
March 21, 2024
Focus Financial Partners announced it has entered into a definitive agreement for Executive Wealth Group, LLC to join partner firm Bordeaux Wealth Advisors. The deal is expected to close in the second quarter of 2024, subject to customary closing conditions. The combined platform will expand Bordeaux’s presence in the Seattle market and enhance its ability to serve aerospace industry executives and their families.
- Buyers
- Focus Financial Partners Inc., Bordeaux Wealth Advisors LLC
- Targets
- Executive Wealth Group, LLC
- Platforms
- Bordeaux Wealth Advisors LLC
- Industry
- Financial Services
- Location
- Washington, United States
- Transaction Type
- Addon
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