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WELCOME
TO
GOLDEN
STATE

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

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01.

Your Pathway To Independence:
Simplified
Supported
Successful

Simplified

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


Supported

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


Successful

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

03.

Featured
Advisor

Get to know Ideal Life Advisors.
Click the link below to learn more.

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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!

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.