THE BUSINESS YOU’VE ALWAYS ENVISIONED
Golden State Wealth Management (GSWM) is a Registered Investment Advisor, that offers several financial planning platforms that 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.
Take the first step.
Schedule a confidential conversation with Golden State today.
ADD STRENGTH AND SECURITY TO YOUR ADVISORY BUSINESS
Golden State Equity Partners (GSEP) is a Registered Investment Advisor that supports fee-based financial advisors. GSEP was designed to empower advisors with greater business flexibility. This model affords advisors equity in the Registered Investment Advisor, and an integrated, yet flexible technology platform.
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Join Golden State.
A CULTURE OF EMPOWERMENT
Golden State Asset Management enables fee-based advisors to transition to greater independence in an inclusive proactive culture.
GSAM empowers advisors with tools and research to optimize their business’ investment process. By way of an SEC-approved Turnkey Asset Management Program (TAMP), participating advisors can better manage their clients’ assets alongside highly-qualified CFAs that centrally manage the day-to-day portfolio selection. A significant advantage for advisors who utilize the TAMP is that they have equity participation in the program. The TAMP is available to Golden State advisors and non-affiliated advisors.
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