by Team Golden State | Aug 20, 2020 | Press Releases
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...
by Team Golden State | Aug 5, 2020 | Press Releases
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...
by Team Golden State | Jun 9, 2020 | Press Releases
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...
by Team Golden State | Apr 29, 2020 | Media
By IREI, Real Assets Adviser featuring Daniel R. Catone Daniel R. Catone delved into the recent history of pandemics and provides some perspective.
by Team Golden State | Apr 28, 2020 | Press Releases
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,...
