From Pulse 2.0 · Amit Chowdhry · · 50s
Captrust Adds Pacific Sage Partners
Captrust brings Pacific Sage Partners, a $1.1 billion wealth management firm, into its network.
In brief
Captrust brings Pacific Sage Partners, a $1.1 billion wealth management firm, into its network. Captrust expanded its Pacific Northwest wealth management presence by acquiring Pacific Sage Partners, a firm managing $1.1 billion in client assets. Originally reported by Pulse 2.0.
Captrust Adds Pacific Sage Partners
Captrust Financial Advisors added Pacific Sage Partners, a Washington-based wealth management firm managing $1.1 billion in client assets.
Pacific Sage Partners Leadership
Pacific Sage Partners is led by CEO Mark Anderson and has an eight-person team focused on holistic wealth management.
Transaction Benefits
The deal gives Pacific Sage Partners access to Captrust’s infrastructure, resources, and support while allowing the team to spend more time with clients.
Brand Integration
Pacific Sage Partners will adopt the Captrust brand following the transaction, expanding Captrust’s presence in Washington.
The short version
Captrust expanded its Pacific Northwest wealth management presence by acquiring Pacific Sage Partners, a firm managing $1.1 billion in client assets.
