Focus Adds Bordeaux Wealth Advisors to the Partnership
– Silicon Valley-based firm serving ultra-high-net-worth clientele looks to strengthen its presence in the Western U.S. –
New York, NY – May 1, 2017 – Focus Financial Partners (‘Focus’), a leading international partnership of independent, fiduciary wealth management firms, today announced that Bordeaux Wealth Advisors, an independent registered investment advisory firm headquartered in Menlo Park, California, has joined the Focus partnership. The firm plans on availing itself of Focus’ resources to pursue its vision of becoming the premier boutique wealth management firm serving ultra-high-net-worth families and individuals on the West Coast.
Bordeaux Wealth Advisors provides comprehensive wealth management services to entrepreneurs, corporate executives, technology professionals and partners in the private equity and venture capital industries. Their clients are primarily in the Western U.S. with concentrations in Silicon Valley, San Francisco, Seattle, Los Angeles, Phoenix and Austin. The team that makes up Bordeaux Wealth Advisors was previously a part of Brownson, Rehmus & Foxworth, an independent wealth management firm.
Bordeaux Wealth Advisors’ founding partners, Tom Myers and Dave Murdock, each have extensive experience in the wealth management industry. Tom Myers was a Principal of Brownson, Rehmus & Foxworth for over 10 years. Prior to that he held senior executive and client service positions at Bessemer Trust, Morgan Stanley and Deloitte. Dave Murdock previously held senior roles as a Partner of Silvercrest Asset Management and a Managing Director of Northern Trust.
“We have been advising clients through all stages of their lives, including major liquidity events and the transfer of wealth to the next generation. We have built our reputation on our ability help clients build and preserve their wealth by providing holistic advice and exceptional service,” said Tom Myers, Managing Partner and CEO at Bordeaux Wealth Advisors. “Our relationship with Focus originated out of a need to plan for the future for our firm. We intend to build Bordeaux Wealth Advisors not only to serve our clients and their families, but also to support multiple generations of advisors at the firm. Facilitating transitions within the internal leadership ranks over time is instrumental to our firm’s long-term success as it will help attract and retain top talent. We are excited to join the Focus partnership as the support they provide will enhance our ability to provide leading-edge services to our clients.”
“The founding mission of Focus is to help entrepreneurial firms like Bordeaux Wealth Advisors to proceed to the next level by growing their businesses in a healthy way. The foundation for a successful wealth management firm includes a strong team structure and high quality client services. Bordeaux Wealth Advisors excels in these areas, and has already built a solid foothold in the ultra-high-net-worth market in the Bay area,” said Rudy Adolf, Founder and CEO of Focus. “We expect Bordeaux Wealth Advisors to become a hub for attracting top-tier wealth management talent in the Western U.S.”
About Focus Financial Partners
Focus Financial Partners is a leading partnership of independent, fiduciary wealth management firms. Focus provides superior access to best practices, resources, and continuity planning for its partner firms who serve individuals, families, employers and institutions with wealth management, benefits consulting and investment consulting services. Focus partner firms maintain their operational independence, while they benefit from the synergies, scale, economics and best practices of a market leader to achieve their business objectives. For more information about Focus Financial Partners, please visit www.focusfinancialpartners.com.
About Bordeaux Wealth Advisors
Bordeaux Wealth Advisors is a leading independent wealth management boutique firm located in Silicon Valley. Bordeaux Wealth Advisors functions like a personal Chief Financial Officer that advises and counsels families and individuals of substantial wealth on a wide variety of financial matters – providing highly personalized service in an independent and transparent manner. For more information about Bordeaux Wealth Advisors, please visit www.bordeauxwealthadvisors.com.
Phone: +1 646-775-6412