Meet Granite Bay Wealth Management

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“Being on my own gives me great reward hearing feedback from my client telling me how thankful they are for having me in their lives and vic versa.” John Zezini, Founder & Principal, Granite Bay Wealth Management

Golden State Overview

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Recognized as one of Orange County’s largest RIAs1, Golden State’s flagship office is located in South Coast Metro, California. With offices expanding across the country, Golden State is committed to creating an atmosphere that benefits both advisors and their investors.

1As reported in Orange County Business Journal, June 1, 2021, based on assets under management.

Golden State Helps You Grow Your Practice

Category: Video

Golden State offers a merger and acquisition strategy that helps their advisors grow and achieve their business goals. Finding companies to complement the vision and mission of the advisors’ businesses at Golden State is an important factor for the firm.

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.