Check the background of investment professionals associated with this site on:

FINRA’s BrokerCheck

Golden State Wealth Management Logo - With Name Text


Golden State is focused on an
unwavering commitment to our
advisors, their clients, and the
future of financial advice.

Scroll For More
Top To Bottom Arrow - For Scroll To Bottom Button
Video Play Button


Your Pathway To Independence:


We simplify the path to independence with a commitment to transparency and efficient business strategies.


Our comprehensive infrastructure provides our clients an extensive support network, from transition assistance to succession planning.


With equity ownership opportunities, Golden State is truly dedicated to the success of our advisors.



Golden State is proud to
feature some of the most talented advisors in
the financial services industry. Get
to know a little more about our
featured advisor.

Video Play Button

Meet Ideal Life Advisors

Wealth Advisors

Our business is built on a foundation of thoughtful client relationships. What is important to you is important to us!

The Golden State family of companies is composed of Golden State Wealth Management ("GSWM"), Golden State Equity Partners ("GSEP"), and Golden State Asset Management ("GSAM"), collectively referred to as "Golden State". All firms are federally registered investment advisers, registered with the SEC. The financial consultants of GSWM are registered representatives with and securities offered through LPL Financial, Member FINRA/SIPC. Investment advice provided by dually registered representatives affiliated with both LPL Financial and GSWM is offered through GSWM, a federally registered investment adviser. LPL Financial is not affiliated with any of the named entities listed on this site. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AR, AZ, CA, CO, CT, GA, HI, KS, MO, MT, NJ, NM, NV, NY, OH, OR, TX, UT, VA, WA, WY.