Bordeaux Wealth Advisors Acquires Executive Wealth Group

SEATTLE, WA (May 1, 2024) – Bordeaux Wealth Advisors (“Bordeaux”), a boutique wealth management firm with offices in Silicon Valley and Seattle, completed its acquisition of Executive Wealth Group today.

Executive Wealth Group (“EWG”) is a Seattle-based registered investment advisor led by industry veteran Sam Maxwell.  EWG has specialized in working with senior executives in the aerospace industry for nearly 30 years, a niche that members of Bordeaux’s leadership have specialized in for nearly 40 years.

“We pride ourselves on our dedication to providing exceptional service and personalized attention to each of our clients.  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.  This combination will enable us to continue to provide our clients with outstanding, personalized service for years to come.  We are thrilled for this next chapter as part of the Bordeaux team,” shared Sam Maxwell.

“Sam has built an exceptional practice and reputation working with the C-suite and senior executives in the aerospace industry.  Sam began looking for a succession partner about five years ago, which ultimately led to EWG and Bordeaux joining forces today.   We couldn’t be more pleased to welcome Sam, and his team and clients to Bordeaux,” said Bordeaux CEO Tom Myers.  The combination expands Bordeaux’s presence in the Pacific Northwest and signals our strong commitment to serving executives in the aerospace industry.

###

About Bordeaux Wealth Advisors

Bordeaux Wealth Advisors provides custom and comprehensive financial and investment advisory services to ultra-high-net-worth clients across the U.S. The firm has offices in Silicon Valley and Seattle. For more information about Bordeaux, please visit www.bordeauxwealthadvisors.com.