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

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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.


Golden State is truly dedicated to the success of our advisors.

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Money Forward

Daniel R. Catone

Daniel R. Catone’s forward-thinking business mind and entrepreneurial spirit speaks to the new breed of investors and focuses on the changing face of the wealth industry. With his diverse background, you’ll be introduced to the transformation of the changing economy and how financial professionals are facing these challenges.
Along with him, you will examine the industry with a microscope and find opportunities and learn best practices.

Advisory services may be offered through 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 registered investment advisers with the U.S. Securities and Exchange Commission. Registration as an investment adviser does not imply a particular level of skill or training.