Announced
Financials
Tags
United States
investment adviser
Investment Banking
Acquisition
Domestic
Majority
Private
Pending
Friendly
Single Bidder
Synopsis
Bordeaux Wealth Advisors, an investment advisory and wealth management firm, agreed to acquire Executive Wealth Group, an investment adviser. Financial terms were not disclosed. “Sam has built a fantastic practice at Executive Wealth Group. He is an exceptional and talented advisor, and he shares our passion for providing the very best advice and service, and always doing what is right for each and every client. We look forward to working together with Sam and his team at Executive Wealth Group. Their experience and commitment to client service make them an ideal fit for Bordeaux,” Tom Myers, Bordeaux Managing Partner and CEO.
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