CAPTRUST expands Pacific Northwest Wealth Management business with Pacific Sage Partners. October 29, 2026 CAPTRUST Financial Advisors has expanded its Pacific Northwest presence with the addition of Pacific Sage Partners, an Edmonds, Washington-based wealth management firm advising on approximately $1.1 billion in client assets. Pacific Sage Partners, led by founder and CEO Mark Anderson, brings an eight-person team to CAPTRUST. The transaction strengthens CAPTRUST's wealth management operations in Washington and adds an established advisory business focused on comprehensive financial planning and long-term client relationships. The addition builds on CAPTRUST's existing presence in the state, where the firm maintains offices in Wenatchee and Bellevue. Before the Pacific Sage Partners transaction, CAPTRUST had 14 employees in Washington, including 10 financial advisors. Pacific Sage Partners has developed its business around a holistic approach to wealth management, helping clients address financial planning and investment decisions through coordinated advisory services. Joining CAPTRUST will provide the team with additional operational resources while allowing its advisors to concentrate more closely on client relationships. "CAPTRUST also gives us the resources and support to spend less time on the operational side of running a business and more time focused on helping clients navigate important financial decisions," Anderson said. Anderson cited similarities between the two firms' approaches to client service and workplace culture as important factors in the decision to join CAPTRUST. For CAPTRUST, the transaction expands its advisory capabilities in the Seattle metropolitan area and adds approximately $1.1 billion in advised client assets to its broader wealth management platform. "Pacific Sage Partners is an important addition to our growing presence in the Pacific Northwest," said Mike Wunderli, managing director and head of mergers and acquisitions at CAPTRUST. "Bringing them to CAPTRUST expands our ability to serve wealth management clients in Washington and creates new opportunities for continued growth in the market." The agreement follows CAPTRUST's established approach to integrating independent advisory businesses into its national organization. Pacific Sage Partners will adopt the CAPTRUST brand, bringing its operations under the company's existing identity. The integration will give Pacific Sage Partners access to CAPTRUST's broader infrastructure and support services, while extending CAPTRUST's regional reach through an advisory team with established client relationships. The transaction also reflects CAPTRUST's continued use of mergers and acquisitions to expand its wealth management business geographically and deepen its presence in markets where it already operates. Carolyn Armitage of Wealth Management Consulting served as fiduciary advisor to Pacific Sage Partners in connection with the transaction. Carr Butterfield, LLP provided legal counsel. CAPTRUST provides independent financial advice and investment management services to individuals, retirement plan sponsors, endowments, foundations, nonprofit organizations and their employees. For individual clients, the firm offers comprehensive financial planning, wealth management and concierge services for ultra-high-net-worth households. Its institutional services include outsourced chief investment officer solutions, fiduciary support, retirement plan design, provider analysis, fee benchmarking and financial wellness programs. The addition of Pacific Sage Partners broadens CAPTRUST's Washington operations by bringing an established Edmonds-based advisory team into its existing network. With offices already operating in Bellevue and Wenatchee, the firm is expanding its ability to serve wealth management clients across the region while providing Pacific Sage Partners with the resources of a larger advisory organization.

CAPTRUST Financial Advisors (CAPTRUST) has added Pacific Sage Partners (PSP), a wealth management firm based in Edmonds, Washington, it announced on October 29, 2026. PSP, led by founder and chief executive officer Mark Anderson, advises on about $1.1 billion in client assets. Its eight-person team will adopt the CAPTRUST brand. "CAPTRUST also gives us the resources and support to spend less time on the operational side of running a business and more time focused on helping clients," Anderson said. The deal expands CAPTRUST's Pacific Northwest presence. It already has offices in Wenatchee and Bellevue, Washington, with 14 employees, including 10 advisors.