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Golden State’s Brother Duo Team Is Now A Trio

Category: Media

Matthew Catone joins Golden State to flourish advisory practices. South Coast Metro, Calif., Aug. 20, 2020 – Golden State (“firm” “company”), a registered investment advisor, announced today that Matthew Catone will be joining the company’s team as Executive Vice President of Business Strategy. The firm’s continued growth in recent years is positioned to expand its […]


Daniel R. Catone featured in Horizon Investments’ Advisor Spotlight

Category: Media

Serving over $1.7 billion in brokerage and advisory assets2, Golden State’s infrastructure provides its network of advisors with succession planning, compliance oversight, and dedicated transition support in addition to a cost-efficient investment platform and Turnkey Asset Management Program that offers its advisors equity ownership opportunities.


Golden State Expands to Texas Welcoming Alexandre Murphy from Edward Jones

Category: Media

South Coast Metro, Calif., Nov. 11, 2019 Golden State, on behalf of Golden State Wealth Management, a registered investment advisor, announced today that it welcomes its newest Wealth Manager, Alexandre Murphy with Bur Oak Wealth Management located in Houston, Texas. This addition accounts for Golden State’s sixth advisor coming from Edward Jones. “I am pleased […]


Drawn to friendly atmosphere, California wealth manager becomes Powellite

Category: Media

By Kevin Killough Powell Tribune, Thursday, October 17, 2019 8:05 am Powell loves to distinguish itself with its friendly atmosphere. Besides making life for its residents more pleasant, this quality can attract more residents to town. Golden State Wealth Management CEO Daniel Catone was so taken in by it, he moved his family here from California. “I […]


Redwood Investments Founder Honored

Category: Media

Catone explains why Fort Bragg is just the right fit for a $1.5 billion firm By CHRIS CALDER | October 3, 2019 at 8:56 am, FORT BRAGG ADVOCATE NEWS Daniel Catone has made Redwood Investment Group into a small town operation. Its offices on Main Street in Fort Bragg are located in a historic bank building (the […]


Golden State Signs Custodial Agreement with TD Ameritrade Institutional

Category: Media

South Coast Metro, Calif., Sept. 11, 2019 – Golden State, on behalf of Golden State Wealth Management, a registered investment advisor, announced today that it has entered into a custodial agreement with TD Ameritrade Institutional, a leader in U.S. retail trading. Golden State affiliated financial advisors now have an additional custodial option available and can access […]


Golden State Welcomes Robert A. Ogden of Ogden Wealth Management

Category: Media

South Coast Metro, Calif., July 24, 2019 – Golden State announced today on behalf of Golden State Wealth Management, its newest Wealth Manager, Robert A. Ogden of Ogden Wealth Management & Planning Services in Santa Maria, CA. Robert began his career in Accounting in 1972 and became a Certified Public Accountant in California in 1975. […]


Daniel R. Catone named to InvestmentNews’ 2019 40 Under 40 List

Category: Media

South Coast Metro, Calif., June 17, 2019 – InvestmentNews has recognized Daniel R. Catone as a 2019 40 Under 40 Honoree. Mr. Catone was chosen from a pool of about 1,000 nominees by a panel of reporters, editors and other representatives of InvestmentNews, to make a list of 40 talented individuals. “The greatest gift you […]


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.