Executive Wealth Group

The firm concentrates on technology founders, senior corporate executives, and early-stage investors in the Pacific Northwest, particularly those with concentrated equity positions in publicly traded companies headquartered in the Seattle-Kirkland-Bellevue corridor. Its client base is characterized by single-stock risk from employer equity, a problem it addresses through structured monetization and diversification strategies.

The group provides access to private credit, venture capital fund commitments, and select direct co-investments, typically in later-stage technology and healthcare services. It uses feeder-vehicle structures with established alternative asset platforms to deliver these exposures to individual qualified clients, rather than operating its own proprietary fund vehicles.

Executive Wealth Group operates as a registered investment advisor under the Investment Advisers Act of 1940, filing Form ADV with the SEC. Its regulatory disclosures confirm a primarily fee-based advisory model serving high-net-worth individuals, with no reported disciplinary events. The firm's advisory business is conducted through individually managed accounts rather than pooled investment vehicles.

The group structures tax-aware diversification plans for clients holding large single-stock positions, often from employer equity compensation. Strategies include Rule 10b5-1 trading plans, exchange funds, charitable remainder trusts, and qualified opportunity zone investments designed to defer and reduce capital gains recognition.

The firm operates as a multi-family office with a narrow, concentrated client base rather than a single-family structure. It does not serve or represent one founding family's wealth, but functions as an outsourced family-office solution for multiple high-net-worth individuals and families, primarily within the Pacific Northwest technology ecosystem.