Wealth Enhancement Acquires $618M Pacific NW RIA Capstone Wealth

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

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Wealth Enhancement Acquires $618M Pacific NW RIA Capstone Wealth

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