Welcome to

Golden State

We partner with top financial professionals, providing goal-centered investment strategies, while offering wealth advisors the autonomy to build independent, valuable, and enduring practices focused on the future of successful financial advice.

Your Pathway To Independence

Our team provides an extensive support network through:

^

Dedicated Transition Support

^

Turnkey Asset Management Program

^

Compliance Oversight

^

Marketing and Technology Support

^

Brokerage General Agency

^

Succession Planning

^

Mergers and Acquisitions

The Golden State Story

The Golden State family of companies, comprised of Golden State Wealth Management, Golden State Equity Partners and Golden State Asset Management, are investment advisers registered with the U.S. Securities and Exchange Commission dedicated to financial professionals and their clients. The firm’s initial company was founded in 2013 by a group of executives who collectively contribute over 50 years of industry experience and has partnered with advisors serving over $3 Billion in assets under care. The Golden State family of companies maintain business alignments with LPL Financial, the nation’s largest independent broker-dealer ¹, Raymond James, TD Ameritrade Institutional, BNY Mellon | Pershing and Charles Schwab & Co., Inc.², some of the nation’s largest independent custodians, who provide comprehensive tools and research necessary in today’s complex markets.

Golden State’s flagship office is located in South Coast Metro, California. With a goal to continue expanding offices across the country, Golden State is committed to creating an atmosphere that benefits both advisors and their investors.

Our Growing Network of Financial Services – A Family of Companies

GOLDEN STATE

WEALTH
MANAGEMENT

GOLDEN STATE

EQUITY
PARTNERS

GOLDEN STATE

ASSET
MANAGEMENT

GOLDEN STATE

INSURANCE
SERVICES

GOLDEN STATE

MORTGAGE
SERVICES

Golden State aims to meet the needs of top-tier, high-quality financial advisors by providing a flexible affiliation framework for those looking for fee-only, an independent hybrid RIA with a broker/dealer relationship, access to a turnkey asset management program, and additional revenue streams and services through insurance, mortgages and a digital advice platform.

Latest Podcast Episode: The New Economic Slowdown

How market chaos, transformational tech and spiking interest rates may lead to a bull market.

Recent Press Release

Golden State Wealth Management Welcomes Kreat Lewis of Crossroads Wealth Advisors in Grand Junction, CO, Exiting Edward Jones
Read More

Contact

201 E Sandpointe, Suite 460
South Coast Metro, CA 92707

866.273.1563
949.428.4280

contact@teamgoldenstate.com

¹As reported in Financial Planning magazine, June 1996-2021, based on total revenue.
²This website has been independently produced by Golden State, is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. Golden State provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.