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Golden State expands into Arizona, welcoming David M. Eldridge of Eldridge Capital Group

South Coast Metro, Calif. April 14, 2021: Golden State, an investment advisor registered with the SEC, is pleased to announce its expansion into Arizona with the addition of David M. Eldridge, CRPC℠ of Eldridge Capital Group to the team. Located in Phoenix, David is passionate about helping clients navigate important life decisions and achieve their […]


Golden State Welcomes Wealth Manager, Todd Schneider of Schneider Wealth Management in Southlake, TX

South Coast Metro, Calif. Mar. 29, 2021: Golden State, an investment advisor registered with the SEC, announced today that Todd Schneider of Schneider Wealth Management has joined the team marking Golden State’s second location in the Lone Star State. Operating in Southlake, Texas, Todd specializes in designing a clear road map based on individual financial […]


Golden State Welcomes Wealth Manager, Lee Jones of Tangent Retirement with Offices in both Northern and Southern CA

South Coast Metro, Calif. Mar. 10, 2021: Golden State Equity Partners (“Golden State”), an investment advisor registered with the SEC, is pleased to announce that Lee Jones of Tangent Retirement has joined the team. Located in South Coast Metro, California, Lee specializes in asset management with a focus on retirement and income planning. He works […]


What are the hottest categories in impact investing and why?

Daniel R. Catone shares his insights with Real Assets Advisor about impact investing.

Disclosure: The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All investing involves risk including loss of principal. No strategy assures success or protects against loss.

Golden State Welcomes Kristy Motta and Kari Raglione-Tissot of Consolidated Financial Management in Beaverton, Oregon

South Coast Metro, Calif. Jan. 25, 2021: Golden State Wealth Management (“Golden State”), an investment advisor registered with the SEC, is excited to begin the new year with the announcement of another new partnership with Kristy Motta and Kari Raglione-Tissot of Consolidated Financial Management located in Beaverton, OR. Their firm marks the first DBA of […]


The Golden State family of companies is composed of 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.