NEWPORT BEACH, Calif.
Oct. 17, 2012
/PRNewswire/ -- A team of six top financial advisors has left a national financial services company to form Capstone Affluent Strategies, an independent wealth management firm headquartered in
Newport Beach, California
. This transition to an independent business model will create an environment where the advisors will be equipped to serve their clients transparently and objectively. Capstone Affluent Strategies also has nine additional branch office locations in
, Parsippany, and
The team of top performing national advisors has over 80 years of collective advisory experience and plans to maintain nearly
in client assets. Capstone Affluent Strategies is spearheaded by
, who has led numerous advisory teams as Managing Director at Prudential and as Senior Investment Manager at JP Morgan Chase & Co., where he was ranked as the top-producing Senior Investment Manager in the nation.
"Our team of highly qualified advisors is excited about the move to independence and what it means for our performance," said Pastor. "We are all confident that this migration will enhance the services and strategies we provide to our high net-worth clients."
As part of this move, Capstone Affluent Strategies is affiliating with the broker-dealer and RIA platforms of LPL Financial (Nasdaq: LPLA), the nation's largest independent broker-dealer*, a relationship which is expected to broaden both the client and advisor experience for Capstone Affluent Strategies. This partnership will provide Capstone Affluent Strategies access to additional resources and strategies that will allow the advisors to do what is most important to them—acting in the best interest of the client.