CAPTRUST Expands Pacific Northwest Footprint With Addition of Pacific Sage Partners

CAPTRUST Financial Advisors announced that Pacific Sage Partners, an Edmonds, Washington-based wealth management firm, has joined the company. Founded and led by CEO Mark Anderson, Pacific Sage Partners advises on approximately $1.1 billion in client assets. The eight-person team focuses on a holistic approach to wealth management.

Strategic Growth in the Region

• Client Assets: Approximately $1.1 billion.
• Team Size: Eight professionals joining CAPTRUST.
• Location: Edmonds, Washington.

Mark Anderson noted that the transition provides additional resources and operational support, allowing the team to concentrate on client financial decisions. Mike Wunderli, managing director and head of mergers and acquisitions at CAPTRUST, stated that the addition strengthens the firm's presence in Washington and expands service capabilities in the Pacific Northwest.

Integration and Advisorship

• Branding: Pacific Sage Partners will adopt the CAPTRUST name.
• Advisors: Carolyn Armitage of Wealth Management Consulting acted as fiduciary advisor for Pacific Sage Partners.
• Legal Counsel: Carr Butterfield, LLP represented Pacific Sage Partners legally.

CAPTRUST maintains existing offices in Washington, including locations in Wenatchee and Bellevue, with a prior team of 14 employees, which included 10 advisors.

Practical Implications and Verification

Clients of Pacific Sage Partners will transition under the CAPTRUST brand and gain access to expanded operational and wealth management resources. Independent verification of this announcement can be conducted by reviewing official press releases published via PR Newswire or visiting the official CAPTRUST corporate website.