Bordeaux Wealth Advisors to acquire Executive Wealth Group, Expanding Niche in Advising Executives in Aerospace Industry
Acquiring Company
Bordeaux Wealth Advisors
Acquired Company
Executive Wealth Group
Menlo ParkKirklandFinancial ServicesFinanceFinancial ServicesDescription
Focus Financial Partners Inc. announced the definitive agreement for the acquisition of Executive Wealth Group, LLC by Focus partner firm Bordeaux Wealth Advisors. This strategic move aims to enhance Bordeaux's ability to serve executives in the aerospace industry by increasing its presence and market leadership in the Seattle market.
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Frequently asked
Who acquired Executive Wealth Group?
Executive Wealth Group was acquired by Bordeaux Wealth Advisors, based in Menlo Park. The deal was reported on March 25, 2024. We are an independent investment advisory and wealth management firm located in California’s Silicon Valley. Bordeaux Wealth Advisors is privately held and operates in Financial Services.
When did Bordeaux Wealth Advisors acquire Executive Wealth Group?
Bordeaux Wealth Advisors's acquisition of Executive Wealth Group was reported on March 25, 2024. Focus Financial Partners Inc. announced the definitive agreement for the acquisition of Executive Wealth Group, LLC by Focus partner firm Bordeaux Wealth Advisors. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does Executive Wealth Group do?
It is privately held, operating in Financial Services, and is based in Kirkland.
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