Focus Financial Partners has acquired Bordeaux Wealth Advisors, according to an announcement on LinkedIn.
As of Dec. 31, 2024, Bordeaux had more than $5.6 billion in assets under management and served the needs of high-net-worth and ultra-high-net-worth clients in the financial, aerospace and technology industries.
After joining Focus Financial Partners, Bordeaux expands the firm’s presence in West Coast markets, including Silicon Valley and Seattle, as well as utilizes Focus Partners’ financial planning, tax compliance and estate planning client service offerings.
