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Private Client Services adds two Washington advisor groups


Broker/Dealer and Registered Investment Advisor Private Client Services (PCS) has added 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 USD90 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,” says 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,” says Ernest Sampson, Chief Executive Officer of PCS. “Washington has a very vibrant economy and we are proud to grow our presence there.”

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