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Golden State Named to Forbes Top RIA Firms for Fourth Consecutive Year

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...

Golden State Welcomes Colton Lightner of Topwater Capital in Osprey, Florida

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...

Golden State Welcomes John Young, CFP® of Young Global Wealth Strategies in Boulder, CO

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...
Roth IRA vs. Traditional IRA: Which Is Right for You?

Roth IRA vs. Traditional IRA: Which Is Right for You?

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...
Trend Investing: A Disciplined Approach for Dynamic Markets

Trend Investing: A Disciplined Approach for Dynamic Markets

by Team Golden State | Jun 25, 2025 | Articles

Articles Trend Investing: A Disciplined Approach for Dynamic Markets By: Golden State What Is Trend Investing? Trend investing is a systematic investment approach that seeks to capture sustained upward or downward movements in the market. Rather than predicting where...
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© Golden State 2025 All Rights Reserved | Form CRS| Privacy Policy Advisory services may be offered through Golden State Wealth Management (GSWM) or Golden State Equity Partners (GSEP), collectively referred to as Golden State. Both 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. Golden State is notice filed in AL, AZ, CA, CO, CT, FL, GA, HI, ID, KS, IL, IN, LA, MA, MI, MN, MO, MT, NC, ND, NE, NV, NH, NM, NJ, NM, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY.