Waverly Advisors completed the acquisition of Pacific Portfolio Consulting and Pacific Portfolio Trust Company.

Waverly Advisors, a fee‑only, independent registered investment adviser, providing comprehensive wealth‑management, investment, tax, estate‑planning, retirement‑plan and institutional consulting services, completed the acquisition of Pacific Portfolio Consulting, an independent wealth-management and investment-advisory firm, and Pacific Portfolio Trust Company, a Washington state-chartered trust company. Financial terms were not disclosed. “This partnership aligns with Waverly’s commitment to continuously enhance the client experience. The addition of Pacific Portfolio’s trust services will further strengthen our ability to serve clients effectively. Together, we can provide comprehensive wealth management solutions to clients from coast to coast,” Justin Russell, Waverly President and CEO.