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.
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.
Join the movement.
Join Golden State.
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 access 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 they will have the opportunity to earn equity participation in the program. The TAMP is available to Golden State advisors and non-afﬁliated advisors.
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CREATING GREATER VALUE
Golden State Insurance Services ("GSIS") provides financial advisors with a broad based client solution platform and an enhanced client experience through integrating an array of insurance strategies into their practice. This platform focuses on understanding the unique needs of each financial advisor’s business model and nurtures the relationship through education and ongoing support.
Let Golden State provide your practice a more comprehensive experience.