LOUISVILLE, Ky. and OLYMPIA, Wash. (March 23, 2016) – Broker/Dealer and Registered Investment Advisor Private Client Services™ (PCS) today announced the addition of two Washington-based advisory firms: Capstone Investment Group and Columbia Wealth Management. Capstone is based in Olympia and Columbia is in Longview. The firms are not related and based on the prior year’s business, collective assets under management exceeds $90 million.*
Capstone Investment Group is comprised of three partners; Patrick McClelland, Sandra Drennon and Steven Elliott, who combined, have more than 50 years of industry experience. “Our firm’s focus has always been on the client. Registering with PCS allows us to not only keep that focus but to improve it,” said McClelland. “And we really appreciate their openness and willingness to help us grow our new Trust company.”
Patrick Costello is the owner of Columbia Wealth Management and has 15 years of industry experience. “I am excited to make the move to independence. And I couldn’t be happier to have found a Broker Dealer that invests in relationships and is totally focused on integrity. They understand independence and they understand putting clients first.”
“We have had advisors in the Seattle-area for several years now and it’s great to add more high-quality firms such as Capstone and Columbia,” said Ernest Sampson, Chief Executive Officer of PCS. “Washington has a very vibrant economy and we are proud to grow our presence there.”
*Asset numbers were reported by Capstone Investment Group and Columbia Wealth Management based on prior business and has not been independently and fully verified by PCS.
About Private Client Services:
Private Client Services, LLC (PCS) is an independent Broker/Dealer and Registered Investment Advisor that traces its roots to 1928. Headquartered in Louisville, Ky. and with affiliated offices coast-to-coast, PCS provides compliance, operational, and technological support, as well as business guidance and financial services for Independent Financial Advisors and Registered Investment Advisory firms. PCS supports both brokerage and advisory platforms and is registered as a Broker/Dealer in 50 states. For further information, visit www.joinpcsbd.com. Private Client Services, LLC, Member FINRA, SIPC and a Registered Investment Advisor.