by Team Golden State | Aug 28, 2023 | Articles, Media
RIA Series: 1 | What to consider when moving to an RIA A guide that explains why an advisor may want to consider a move, what to consider with a move and how to make a transition most effective. Download the pdf here Author: Golden State Considering a move to...
by Team Golden State | Aug 20, 2020 | Media
Matthew Catone joins Golden State to flourish advisory practices. South Coast Metro, Calif., Aug. 20, 2020 – Golden State (“firm” “company”), a registered investment advisor, announced today that Matthew Catone will be joining the company’s team as Executive Vice...
by Team Golden State | Aug 5, 2020 | Media
Serving over $1.7 billion in brokerage and advisory assets2, Golden State’s infrastructure provides its network of advisors with succession planning, compliance oversight, and dedicated transition support in addition to a cost-efficient investment platform and Turnkey...
by Team Golden State | Nov 11, 2019 | Media
South Coast Metro, Calif., Nov. 11, 2019 Golden State, on behalf of Golden State Wealth Management, a registered investment advisor, announced today that it welcomes its newest Wealth Manager, Alexandre Murphy with Bur Oak Wealth Management located in Houston, Texas....
by Team Golden State | Oct 21, 2019 | Media
By Kevin Killough Powell Tribune, Thursday, October 17, 2019 8:05 am Powell loves to distinguish itself with its friendly atmosphere. Besides making life for its residents more pleasant, this quality can attract more residents to town. Golden State Wealth...
by Team Golden State | Oct 8, 2019 | Media
Catone explains why Fort Bragg is just the right fit for a $1.5 billion firmBy CHRIS CALDER | October 3, 2019 at 8:56 am, FORT BRAGG ADVOCATE NEWS Daniel Catone, Karen Coverston, Kyle Fairall and Francoise Goble in Redwood Investments Fort Bragg office....
