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Golden State’s Brother Duo Team Is Now A Trio

Matthew Catone joins Golden State to flourish advisory practices. South Coast Metro, Calif., Aug. 20, 2020 – Golden State (“firm” “company”), a registered investment advisor, announced today that Matthew Catone will be joining the company’s team as Executive Vice President of Business Strategy. The firm’s continued growth in recent years is positioned to expand its […]


Daniel R. Catone featured in Horizon Investments’ Advisor Spotlight

Serving over $1.7 billion in brokerage and advisory assets2, Golden State’s infrastructure provides its network of advisors with succession planning, compliance oversight, and dedicated transition support in addition to a cost-efficient investment platform and Turnkey Asset Management Program that offers its advisors equity ownership opportunities.


Golden State Welcomes Wealth Manager Brian Matz

South Coast Metro, Calif., June 9, 2020 – Golden State Wealth Management (“Golden State”) announced today its newest wealth manager, Brian Matz of Matz Wealth Management located in Agoura Hills, CA. Brian Matz comes to Golden State from Wedbush Securities and has over two decades of experience in the financial services industry. A Southern California […]


Golden State Announces Merger of Ideal Life Advisors and Lundqvist Wealth Strategies

South Coast Metro, Calif., June 02, 2020 – Golden State Wealth Management (“Golden State”), a registered investment advisor, is pleased to announce the merger of Ideal Life Advisors and Lundqvist Wealth Strategies. Acting as a Golden State DBA, Gabriella Lundqvist and Daniel Poppers of Lundqvist Wealth Strategies came from Edward Jones seeking an independent business […]


Golden State Adds Another in the Evergreen State

Welcome Kelli Young of Longevity Wealth in North Bend, WA South Coast Metro, Calif., April 28, 2020 – Golden State announced today its second Washington office and newest wealth manager, Kelli Young, the owner and founder of Longevity Wealth located in North Bend, Washington. Longevity Wealth operates as a DBA of Golden State Equity Partners […]


Meet Robert A. ”Rocky” Mills

Robert A. ”Rocky” Mills PresidentWestlake Investment AdvisorsGeneral: 805.277.-73005743 Corsa Avenue, Suite 113Westlake Village, CA 91362Email: Rocky@WestlakeIA.com Business Profile Rocky is the founder and president of Westlake Investment Advisors. With 42 years in the investment advisory business, Rocky has held executive positions in New York and Chicago, as well as running highly acclaimed branch offices in […]


Pandemics – Understanding where we are and where we may go

Historical comparisons of pandemics and the economy. Written by Daniel R. Catone | March 16, 2020 In a recent research I have found some historical examples of markets like our current one to better understand where we are and where we may go. The following information is extremely detailed and summarizes many hours of research. […]


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 federally registered investment advisers, registered with the SEC. The financial consultants of GSWM are registered representatives with and securities offered through LPL Financial, Member FINRA/SIPC. Investment advice provided by dually registered representatives affiliated with both LPL Financial and GSWM is offered through GSWM, a federally registered investment adviser. LPL Financial is not affiliated with any of the named entities listed on this site. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AR, AZ, CA, CO, CT, GA, HI, KS, MO, MT, NJ, NM, NV, NY, OH, OR, TX, UT, VA, WA, WY.