CAPTRUST Acquires Pacific Sage Partners to Expand Pacific Northwest Presence
CAPTRUST Financial Advisors has announced the acquisition of Pacific Sage Partners (PSP), a wealth management firm based in Edmonds, Washington. Led by CEO Mark Anderson, the eight-person PSP team manages approximately $1.1 billion in client assets and will transition to the CAPTRUST brand. The move significantly strengthens CAPTRUST's footprint in the Pacific Northwest, adding to its existing operations in Wenatchee and Bellevue, Washington. The acquisition is part of CAPTRUST's ongoing growth strategy through mergers and acquisitions, aimed at increasing its capacity to serve wealth management clients in the region.
Topics: Business Acquisition Financial Services Wealth Management