Affiliations
01.
GOLDEN STATE
WEALTH MANAGEMENT
THE BUSINESS YOU’VE ALWAYS ENVISIONED
Golden State Wealth Management (GSWM) is a federally registered investment adviser that offers several financial planning platforms to meet your business needs. With an alignment with LPL Financial, GSWM is a hybrid model consisting of both brokerage and fee-based platforms. With access to independent research and industry-leading technology, GSWM affords advisors a high-level of support and business efficiencies.
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Schedule a confidential conversation with Golden State today.
02.
GOLDEN STATE
EQUITY PARTNERS
ADD STRENGTH AND SECURITY TO YOUR ADVISORY BUSINESS
Golden State Equity Partners (GSEP) is a federally registered investment adviser that supports fee-based financial advisors. GSEP was designed to empower advisors with greater business flexibility. This model seeks to offer financial advisors equity in the firm as well as an integrated, yet flexible technology platform.
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Join Golden State.
03.
GOLDEN STATE
ASSET MANAGEMENT
A CULTURE OF EMPOWERMENT
Golden State Asset Management (GSAM) enables fee-based financial advisors to transition to greater independence in an inclusive proactive culture.
GSAM seeks to empower advisors with tools and research to optimize their business’ investment process. By way of the firm’s SEC registered investment adviser, GSAM offers a Turnkey Asset Management Program (TAMP) in in which participating advisors have accessed to centrally managed goals-based portfolio strategies, designed and implemented by Golden State’s Chief Investment Officer. A significant advantage for advisors who utilize the TAMP is that will have the opportunity tto earn equity participation in the program. The TAMP is available to Golden State advisors and non-affiliated advisors.
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