Succession Planning – The importance of being prepared

At Golden State, we understand the importance of having the right leaders in place should a change happen quickly. We assist our advisors in building successful succession plans for their businesses.

Advisory services may be offered through 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. Registration as an investment adviser does not imply a particular level of skill or training.