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Golden State Welcomes Arise Wealth Management

by Team Golden State | Feb 6, 2023 | Blog, Press Releases

FOR IMMEDIATE RELEASE Golden State Welcomes Arise Wealth Management located in Minnesota, Exiting Ameriprise Financial South Coast Metro, Calif. Feb. 6, 2023: Golden State Equity Partners (“Golden State”), a registered investment advisor, is pleased to announce the...

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

by Team Golden State | Nov 15, 2022 | Blog, Press Releases

FOR IMMEDIATE RELEASE Golden State Wealth Management Welcomes Kreat Lewis of Crossroads Wealth Advisors in Grand Junction, CO, Exiting Edward Jones South Coast Metro, Calif. Nov. 15, 2022: Golden State Wealth Management (“Golden State”) announced today the addition of...

Golden State Asset Management Announces Compliance with The Global Investment Performance Standards (GIPS®)

by Team Golden State | Nov 2, 2022 | Blog, Press Releases

FOR IMMEDIATE RELEASE Golden State Asset Management Announces Compliance with The Global Investment Performance Standards (GIPS®) South Coast Metro, Calif. Nov. 2, 2022: The Golden State family of companies (“Golden State”), registered investment advisers with the...

Golden State Collaborates with LIFT Foundation To Support Local Communities in Need

by Team Golden State | Oct 12, 2022 | Blog

FOR IMMEDIATE RELEASE Golden State Collaborates with LIFT Foundation To Support Local Communities in Need South Coast Metro, Calif. Oct 10, 2022: Golden State (“firm”) is proud to acknowledge their collaboration with LIFT Foundation (“LIFT”) to help Orange County’s...

Golden State Welcomes Justin Peek of PEEK WEALTH, Exiting Edward Jones

by Team Golden State | May 31, 2022 | Blog

South Coast Metro, Calif. May 31, 2022: Golden State is excited to announce the addition of Justin Peek, who operates under the DBA, PEEK WEALTHTM, and is the seventh advisor coming from Edward Jones. Justin serves as President of PEEK WEALTH and is a Certified...

Golden State Expands to US Territory of Guam Welcoming Frank Salas of Legacy Wealth Management, Inc.

by Team Golden State | Apr 14, 2022 | Blog

South Coast Metro, Calif. Apr. 14, 2022: Golden State is excited to announce its expansion into the US Territory of Guam with the addition of Frank Salas, who operates under DBA, Legacy Wealth Management, Inc. This partnership will support his mission to continue...

Daniel R. Catone is recognized as a 2022 Forbes Best-in-State Wealth Advisor

by Team Golden State | Apr 7, 2022 | Blog

“Industry Era Leaders – Women” recognizes Jennifer Nahas as a 2021 Top CMO

by Team Golden State | Mar 23, 2022 | Blog

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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.