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Meet Granite Bay Wealth Management

February 25, 2022

“Being on my own gives me great reward hearing feedback from my client telling me how thankful they are for having me in their lives and vic versa.” John Zezini, Founder & Principal, Granite Bay Wealth Management

Golden State Overview

February 25, 2022

Recognized as one of Orange County’s largest RIAs1, Golden State’s flagship office is located in South Coast Metro, California. With offices expanding across the country, Golden State is committed to creating an atmosphere that benefits both advisors and their investors. 1As reported in Orange County Business Journal, June 1, 2021, based on assets under management.

Golden State Helps You Grow Your Practice

January 13, 2022

Golden State offers a merger and acquisition strategy that helps their advisors grow and achieve their business goals. Finding companies to complement the vision and mission of the advisors’ businesses at Golden State is an important factor for the firm.

Succession Planning – The importance of being prepared

November 2, 2021

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.

Annual Advisor Symposium 2021

November 2, 2021

Coming Back Together, Creating Our Tomorrow was the theme of this year’s meeting and it was a success. It was great to see everyone in-person once again.

Meet Ideal Life Advisors

June 2, 2021

Our business is built on a foundation of thoughtful client relationships. What is important to you is important to us!

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.