A guide that explains why an advisor may want to consider a move, what
to consider with a move and how to make a transition most effective.
Financial advisors can take a personalized planning approach with their clients by working side-by-side with a brokerage general agency.
Now that you’ve chosen a registered investment adviser “(RIA”) that is right for you, it is important to understand all aspects of a move and to stay relevant during the process.
Golden State is proud to welcome Ben Marshall of Marshall Wealth Advisors in Lehi, Utah who has been helping clients achieve financial success for over two decades.
This prestigious award is presented by USA Today and Statista Inc., the world-leading statistics portal and industry ranking provider.
Review our top questions to ask an RIA to ensure that you receive the guidance you need to build an enduring and successful practice.
Things to consider before taking the leap to a registered investment advisor.
Golden State Welcomes Arise Wealth Management located in Minnesota, Exiting Ameriprise Financial. South Coast Metro, Calif. Feb. 6, 2023
Golden State Wealth Management Welcomes Kreat Lewis of Crossroads Wealth Advisors in Grand Junction, CO, Exiting Edward Jones
Golden State Wealth Management (“Golden State”) announced today the addition of Kreat Lewis, who operates under the DBA, Crossroads Wealth Advisors (“Crossroads”), and is the eighth advisor coming from Edward Jones.
Golden State Asset Management Announces Compliance with The Global Investment Performance Standards (GIPS®)
The Golden State family of companies (“Golden State”), registered investment advisers with the U.S. Securities and Exchange Commission, announced today that their affiliated company, Golden State Asset Management (“GSAM”), claims compliance with the Global Investment Performance Standards (“GIPS®”)
Golden State (“firm”) is proud to acknowledge their collaboration with LIFT Foundation (“LIFT”) to help Orange County’s needy. Most recently the firm supported LIFT’s largest event, the annual golf tournament, which took place in September at Monarch Beach Golf Links in Dana Point.
South Coast Metro, Calif. May 31, 2022: Golden State is excited to announce the addition of Justin Peek, who operates under the DBA, PEEK WEALTHTM, and is the seventh advisor coming from Edward Jones. Justin serves as President of PEEK WEALTH and is a Certified...
Golden State Expands to US Territory of Guam Welcoming Frank Salas of Legacy Wealth Management, Inc.
“At the heart of every successful financial plan should be a deep understanding of the unique circumstances, preferences, risk tolerances and goals of each client,” says Mr. Salas.
Daniel R. Catone, Kyle Fairall and Frankie Goble of Redwood Investments has been recognized as a top Wealth Advisor.
“…Jennifer has been inspiring and empowering women professionals across industries into becoming great leaders of tomorrow…”
Launch of Fresh-Thinking New Podcast, “Money Forward”, Navigates Emergent Investors in a Transforming Global Economy
The wealth industry is changing by the minute with a new breed of investors. Join Daniel R. Catone on his first episode that examines the new face of wealth industry.
South Coast Metro, Calif. Jan. 19, 2022: Golden State Equity Partners (“Golden State”) is excited to announce another new partnership with Jon Larsen of Hidden Peak Investments located in Holladay, Utah. His newly formed firm marks the first DBA for Golden State in...
Golden State Equity Partners is pleased to announce the expansion of its Wyoming office with the addition David Leighton and his practice Heart Mountain Wealth Management.
Golden State Lands in New Mexico Again with the Addition of Bill Byford’s Two Office Practice, Organ Peak Financial
Golden State is pleased to announce growth in New Mexico to three offices with the addition of native Bill Byford and his firm Organ Peak Financial.
Golden State and their financial advisor Michael Rohling of Rohling Wealth Management recently became capable of servicing clients in British Columbia.
As featured in the wealthmanagement.com 2021 Midyear Outlook, page 56.
Headquartered in California, Golden State now has advisors across eight additional states including Arizona, Michigan, Montana, New Mexico, Oregon, Texas, Washington, and Wyoming. The RIA has increased its advisor count by 50 percent and has more than doubled its advisory AUM to over $1.3 billion just over the last 12 months. Nearly one-half of this AUM is managed by women advisors of whom make up approximately one-quarter of the RIA’s advisor community.
The Catone and Nahas families are proud to be nominees for the 2021 Orange County Business Journal Family Business Awards.
Golden State is pleased to announce its expansion into New Mexico with the addition of Denise Herrell after leaving Level Four Advisory Services.
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...
Golden State has made the Orange County Business Journal’s list of top RIAs for the third consecutive year based on AUM and SEC Filings.
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...
Encino, CA — April 12, 2021 – Sandra Cho, founder and President of Pointwealth Capital Management in Encino, CA, has been named one of the 2021 Top Women Wealth Advisors in the nation, according to a list recently published by Forbes.
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...
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...
Daniel R. Catone shares his insights with Real Assets Advisor about impact investing.
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...
As featured in the wealthmanagement.com 2021 Market Outlook
South Coast Metro, Calif. Dec. 15, 2020: Golden State, a registered investment adviser, is pleased to announce that John Pak of Vector3 Wealth Management has joined the team. With the intent to transition over $90 million in client assets, John will use this as a...
South Coast Metro, Calif., October 14, 2020 – Golden State Wealth Management (“Golden State”), a registered investment advisor, is proud to acknowledge Sandra Cho, President of Pointwealth Capital Management, a DBA of Golden State, on her most recent accolade. Working...
South Coast Metro, Calif., Sept. 8, 2020 – Golden State (“company” “firm”), a registered investment advisor, announced today that Eric Ripley will be joining the company’s team as Executive Vice President of Business Development. As the company has expanded, there is...
A State of Shock is a State of Change – How financial advisors will rise to the challenge of the 2020 marketplace
As featured in the wealthmanagement.com 2020 Midyear Outlook
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...
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...
By IREI, Real Assets Adviser featuring Daniel R. Catone Daniel R. Catone delved into the recent history of pandemics and provides some perspective.
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,...
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...
South Coast Metro, Calif., February 18, 2020 – Golden State Wealth Management announced today its newest wealth managers, Curt Howard and Brian Rasmussen. Curt is the owner and founder of Curt Howard Wealth Management & Insurance Solutions located in Yuba City,...
South Coast Metro, Calif., January 22, 2020 – Golden State announced today that the Wyoming Business Report has recognized Daniel R. Catone as a 40 Under 40 honoree. The awards are varied by a diverse group of men and women who reflect the very best of Wyoming. Mr....
Team Golden State is proud be be shining bright in the financial capital of the world. Click the link to watch the video. https://youtu.be/I9ErX0N2m_4
By Carrie Haderlie, Wyoming Business Report, September 14, 2019 See full article!
Jennifer Nahas Joins Golden State as Chief Marketing Officer South Coast Metro, Calif., Oct. 1, 2019 – Golden State, a registered investment advisor, announced today that Jennifer Nahas will be joining the company’s executive team in the newly created role of Chief...
201 E Sandpointe, Suite 460
South Coast Metro, CA 92707
¹As reported in Financial Planning magazine, June 1996-2021, based on total revenue.