- Products
- News
- Resources
- Company
- Marketplace Login
- Book A Demo
FUNDRAISING NEWS | February 06, 2025
Tags: RIA, Mergers / Acquisitions
Wealth Enhancement announced it has partnered with $618M RIA Capstone Wealth Advisors to further expand its footprint in the Pacific Northwest region.
Capstone is an 11-person team founded in 2012 by Ryan Skogstad with offices in Oregon, Nevada, and Washington, according to Skogstad’s LinkedIn profile. Capstone provides advisory services in investment management, tax planning, and estate planning to retirees, business owners, and professional athletes.
The addition of Capstone is Wealth Enhancement’s second foray into the Pacific Northwest this year, closely following the acquisition of Northwest Investment Counselors of Lake Oswego, OR, with $673M in client assets, as reported by Dakota on January 14.
Written By: Dakota
Kestra’s Bluespring Acquires $560M KY RIA Reliant Wealth
February 11, 2025
Merit Grows PA Presence with $233M Hershey Wealth Purchase
February 11, 2025
Report: Ishbia’s Shore Capital Seeking RIA Acquisitions
February 10, 2025
Prime Capital Enters Metro Atlanta with Purchase of $1B RIA Sugarloaf
February 10, 2025
Corient Acquires $600M Pittsburgh-area RIA Rootstock
February 06, 2025
925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481
© Dakota 2025 | Terms of Use | Privacy Policy
