by Team Golden State | Mar 3, 2026 | Front Page News, Press Releases
Sandra Cho of Pointwealth Capital Management Named to Forbes 2026 Best-in-State Top Women Wealth Advisors List Powell, WY Mar. 2, 2026 —Golden State Wealth Management (“GSWM”) is pleased to announce that Forbes has recognized Sandra Cho, Founder and Wealth Advisor of...
by Team Golden State | Oct 22, 2025 | Front Page News, Press Releases
Golden State Named to Forbes Top RIA Firms for Fourth Consecutive Year South Coast Metro, CA — Oct. 22, 2025 — Golden State is proud to announce that it has again been recognized on the fourth annual Forbes | SHOOK “America’s Top RIA Firms” list — marking the firm’s...
by Team Golden State | Oct 15, 2025 | Front Page News, Press Releases
Golden State Welcomes Colton Lightner of Topwater Capital in Osprey, Florida South Coast Metro, CA — Oct. 15, 2025 — Golden State Equity Partners (Golden State) is pleased to announce that Colton Lightner, CFP®, AIF®, founder of Topwater Capital, has joined its...
by Team Golden State | Jul 16, 2025 | Front Page News, Press Releases
Golden State Welcomes John Young, CFP® of Young Global Wealth Strategies in Boulder, CO South Coast Metro, CA — July 14, 2025 — Golden State is pleased to welcome John Young, CFP®, founder of Young Global Wealth Strategies, Inc. in Boulder, Colorado, as its newest...
by Team Golden State | Jun 27, 2025 | Articles
Articles Roth IRA vs. Traditional IRA: Which Is Right for You? When it comes to saving for retirement, Individual Retirement Accounts (IRAs) are a powerful tool that can help you build wealth over time. Two of the most common options are the Roth IRA and the...
