Grow Your Practice
Being a part of the Golden State team affords you an extensive support system to operate and manage your business. Through an elite set of business partners and custodians, you are provided with the resources you need to grow and manage your practice. Experience the collaboration and partner with Team Golden State.
Through our collaboration, consultation, and support, we work with you through every stage of your practice and customize it so that you can attain the level of autonomy over your business that you aim to achieve. Golden State’s efficient business systems, platforms and affiliations take the brunt of the time-consuming day-to-day operations and portfolio management process, so that you can have the freedom to focus on developing your client relationships and increasing your practice value.
* BNY Mellon | Pershing, Charles Schwab & Co., Inc., LPL Financial and Raymond James are the firms that we use to custody our client assets. These companies and entities named are separate and unaffiliated firms, and are not responsible for each other’s services or policies. These companies mentioned herein do not endorse or recommend any advisor and the use of their logos do not represent the endorsement or recommendation of any advisor. Used with permission. BNY Mellon | Pershing and Golden State are separate, unaffiliated entities, each responsible for its own services and policies. Trademarks belong to their respective owners. The information on this website has been independently produced by Golden State. Golden State is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. Golden State provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.