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Affiliations

01.


GOLDEN STATE
WEALTH MANAGEMENT

THE BUSINESS YOU’VE ALWAYS ENVISIONED

Golden State Wealth Management (GSWM) is a federally registered investment adviser that offers several financial planning platforms to meet your business needs. With an alignment with LPL Financial, GSWM is a hybrid model consisting of both brokerage and fee-based platforms. With access to independent research and industry-leading technology, GSWM affords advisors a high-level of support and business efficiencies.


Take the first step.

Schedule a confidential conversation with Golden State today.

02.


GOLDEN STATE
EQUITY PARTNERS

ADD STRENGTH AND SECURITY TO YOUR ADVISORY BUSINESS

Golden State Equity Partners (GSEP) is a federally registered investment adviser that supports fee-based financial advisors. GSEP was designed to empower advisors with greater business flexibility. This model seeks to offer financial advisors integrated support mechanisms and flexible technology platforms.


Join the movement.
Join Golden State.

03.


GOLDEN STATE
ASSET MANAGEMENT

A CULTURE OF EMPOWERMENT

Golden State Asset Management (GSAM) enables fee-based financial advisors to transition to greater independence in an inclusive proactive culture.

GSAM seeks to empower advisors with tools and research to optimize their business’ investment process. By way of the firm’s SEC registered investment adviser, GSAM offers a Turnkey Asset Management Program (TAMP) in which participating advisors have access to centrally managed goals-based portfolio strategies, designed and implemented by Golden State’s Chief Investment Officer. The TAMP is available to Golden State advisors and non-affiliated advisors.


Get the efficiency of Golden State on your side.

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04.


GOLDEN STATE
INSURANCE SERVICES

CREATING GREATER VALUE

Golden State Insurance Services ("GSIS") provides financial advisors with a broad based client solution platform and an enhanced client experience through integrating an array of insurance strategies into their practice. This platform focuses on understanding the unique needs of each financial advisor’s business model and nurtures the relationship through education and ongoing support.


Let Golden State help you provide a more comprehensive experience.

05.


GOLDEN STATE
MORTGAGE SERVICES

ENRICHING YOUR BUSINESS MODEL

Golden State Mortgage Services (“GSMS”), an in-house lending resource, recognizes that clients would rather turn to their financial advisor for home financing needs when they generally don’t have an opportunity to do so. With GSMS, advisors can uncover additional areas to assist in meeting clients’ goals by offering mortgages as a service under their business model.


Enhance your service offerings and help clients’ with their home lending needs.

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 registered investment advisers with the U.S. Securities and Exchange Commission.