Education & Insights

Our clients enjoy access to a wealth of our continuously updated insights and educational resources. 

Events

As passionate communicators and educators, we offer a variety of programs for our clients and community.

Curated Providers

Our Lifestyle Services team embodies our mission by finding bespoke, highly qualified partners to be a resource for you every step of the way.

Institutional Services

The impact you make now, and in the future, depends on partnering with a team prepared to help you fulfill your higher mission. Focus Partners Institutional provides high-value solutions from a client-centered team dedicated to fiduciary excellence. Our goal is to be your trusted partner, serving all of your institutional investment needs now, and in the years ahead.

Retirement Plan for Businesses

Retirement plans are an important part of your business. Finding the right fiduciary partner is critical to your success. You've come to the right place, because our team is passionate about our work and fully focused on retirement plans so you can focus more on everything else.

Let's Chat

Seattle-Kirkland

Sam Maxwell

Senior Wealth Advisor

5110 Carillon Point
Kirkland, WA 98033

Sam Maxwell

Services and personalized investment advice are only provided pursuant to an advisory agreement with the client. We do not provide individualized stock recommendations over social media. Be aware that specific investment opportunities shared through WhatsApp are fraudulent.

Sam Maxwell

About Sam

Sam brings more than three decades of experience as an advisor to high-net-worth individuals and senior executives. He has amassed a wealth of experience and has seen his clients through the ups and downs of many market cycles, building his practice from the ground up, one client at a time over many years.

Sam’s commitment to clients and developing longstanding, deep relationships has been the cornerstone of his career. He joined the financial services industry in 1991 at Merrill Lynch and has held senior roles at Dain Rauscher/RBC, Morgan Stanley, and most recently as the CEO and founder of Executive Wealth Group.

A lifelong Washington resident, Sam has two adult sons.

Education and Professional Milestones

  • University of Washington
  • Is a former world-class Olympic weightlifter and spent more than 30 years as an athlete, commentator, and coach. Served as NBC’s commentator for Weightlifting at the 2000 Olympic Games in Sydney, Australia.
  • Was the stock market reporter/commentator for KIRO-AM 710 from 1997 to 2008. Sam was also a weekly guest commentator on NWCN’s money report and a regular guest on CNN’s “News Biz Today”.

He was also a guest on CNBC’s popular “Squawk Box” program. Additionally, Sam was part of the broadcast team for KIRO that covered the live broadcast of the 787 roll-out on July 8, 2007.

Contact Us