by Team Golden State | May 31, 2023 | Press Releases
Golden State opens its second Utah location welcoming Ben Marshall of Marshall Wealth Advisors South Coast Metro, Calif. May 31, 2023: Golden State is proud to welcome Ben Marshall of Marshall Wealth Advisors in Lehi, Utah who has been helping clients achieve...
by Team Golden State | Mar 30, 2023 | Front Page News, Press Releases
Golden State Awarded on the USA Today Best Financial Advisory Firms 2023 List South Coast Metro, Calif. May 30, 2023: Golden State has been awarded on the USA Today list of Best Financial Advisory Firms 2023. This prestigious award is presented by USA Today and...
by Team Golden State | Feb 6, 2023 | Press Releases
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 addition of Arise Wealth...
by Team Golden State | Nov 15, 2022 | Press Releases
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 Kreat Lewis, who...
by Team Golden State | Nov 2, 2022 | Press Releases
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 U.S. Securities and...
by Team Golden State | Oct 12, 2022 | Press Releases
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 needy. Most recently the...
