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Golden State Wealth Management Logo - With Name Text

WELCOME
TO
GOLDEN
STATE

Golden State is focused on an
unwavering commitment to our
advisors, their clients, and the
future of financial advice.

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01.

Your Pathway To Independence:
Simplified
Supported
Successful

Simplified

We simplify the path to independence with a commitment to transparency and efficient business strategies.


Supported

Our comprehensive infrastructure provides our clients an extensive support network, from transition assistance to succession planning.


Successful

With equity ownership opportunities, Golden State is truly dedicated to the success of our advisors.

03.

Featured
Advisor

Golden State is proud to
feature some of the most talented advisors in
the financial services industry. Get
to know a little more about our
featured advisor.

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Meet Katherine Stellar

Wealth Manager, Stellar Wealth Advisors

Katherine Stellar is a registered representative with and Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Golden State Wealth Management, a registered investment advisor and separate entity from LPL Financial.

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.