RALEIGH, N.C., Oct. 29, 2026 /PRNewswire/ -- CAPTRUST Financial Advisors (CAPTRUST) today announced that Pacific Sage Partners (PSP), an Edmonds, Washington-based wealth management firm, has joined the firm.

Led by founder and CEO Mark Anderson, PSP advises on approximately $1.1 billion in client assets. The eight-person team has built its business around a holistic approach to wealth management.

"Everyone we met at CAPTRUST was welcoming, genuine, and deeply committed to helping clients succeed," said Mark. "That felt familiar because we've worked hard to build the same kind of team at Pacific Sage Partners. 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. That's what made this opportunity so compelling."

"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. "Mark and his team have built an impressive business with deep client relationships and a strong reputation in the region. Bringing them to CAPTRUST expands our ability to serve wealth management clients in Washington and creates new opportunities for continued growth in the market."

CAPTRUST already has offices Wenatchee and Bellevue, Washington, as well as 14 employees, including 10 advisors. As with previous transactions, PSP will adopt the CAPTRUST brand. Carolyn Armitage of Wealth Management Consulting served as PSP's fiduciary advisor and Carr Butterfield, LLP served as legal counsel.

About CAPTRUST
CAPTRUST provides independent, client-first financial advice and investment management services to individuals, endowments, foundations, nonprofit organizations, retirement plan sponsors, and their employees. For individuals, the firm focuses on holistic financial planning and wealth management, plus concierge services for those with ultra-high net worth. For institutions, CAPTRUST also offers outsourced chief investment officer (OCIO) services, fiduciary support, plan design and provider analysis, fee benchmarking, and financial wellness programs.

View original content to download multimedia:https://www.prnewswire.com/news-releases/captrust-strengthens-pacific-northwest-presence-with-pacific-sage-partners-302922246.html

SOURCE CAPTRUST Financial Advisors