South Coast Metro, Calif. June 15, 2021: Golden State Wealth Management, an investment advisor registered with the SEC, is pleased to announce its expansion into Montana with the addition of Ryne Mading of Switchbacks Capital Advisory. Located in Missoula, Ryne’s client-centric and technology-driven practice focuses on high-net-worth families and business owners. Understanding that each client is unique, he develops a personalized investment strategy that emphasizes retirement, tax, and investment planning to achieve their financial goals. Ryne received a bachelor’s degree in Marketing with minors in Finance and Psychology from the University of Montana. He later received his designations of Chartered Retirement Planning Counselor (CRPC®) and Certified Plan Fiduciary Advisor (CPFA®).
“As we continue to grow our national footprint, we are excited about the addition of Ryne Mading of Switchbacks Capital Advisory, our first office in Montana. Ryne’s transition to independence from a top-tier wirehouse is why we created Golden State,” says John Nahas, Founder and President of Golden State. “We give financial advisors the independence to build and manage a practice that they deem best for their clients, while providing them with the stability of infrastructure and community to help grow and strengthen their practice.”
A resident of Missoula, Ryne and his family enjoy spending time together outdoors in the greater Western Montana region. For more information about Ryne Mading and Switchbacks Capital Advisory visit www.switchbackscapital.com.
About Golden State
The Golden State family of companies, comprised of Golden State Wealth Management, Golden State Equity Partners and Golden State Asset Management, are investment advisers registered with the SEC dedicated to financial professionals and their clients. The firm’s initial company was founded in 2013 by a group of executives who collectively contribute over 50 years of industry experience and has partnered with advisors serving over $1.3 billion in advisory assets1. Golden State’s infrastructure provides an extensive support network through succession planning, compliance oversight, dedicated transition support, and a Turnkey Asset Management Program. The Golden State family of companies maintain business alignments with LPL Financial, the nation’s largest independent broker/dealer2, Raymond James, , Institutional and Charles Schwab, some of the nation’s largest independent custodians, who provide comprehensive tools and research necessary in today’s complex markets.
Recognized as one of Orange County’s largest RIAs3, Golden State’s flagship office is located in South Coast Metro, California. With a goal to continue expanding offices across the country, Golden State is committed to creating an atmosphere that benefits both advisors and their investors. For more information about Golden State, visit www.teamgoldenstate.com.
1 As of April 2021.
2 As reported in Financial Planning magazine, June 1996-2021, based on total revenue.
3 As reported in Orange County Business Journal, June 1, 2021, based on assets under management.
Investment advice offered through Golden State Wealth Management, an investment adviser registered with the U.S. Securities and Exchange Commission.