The Golden State Story
Welcome to Golden State Wealth Management, a family of established financial advisors with a pride in putting our clients’ interests first. Founded in Northern California’s Mendocino County in 2013, we are a Registered Investment Advisor offering comprehensive investment strategies based on timely, unbiased research and industry-leading technology. We proudly serve individuals, businesses and families across the nation. Our founding partners bring you over 50 years of industry experience and are dedicated to meeting all your financial planning needs. From investments to retirement and estate planning, our range of services is always delivered at the highest standard in a modern and comfortable setting.
Check the background of this firm on FINRA’s BrokerCheck.
Whether you are looking to grow, protect or transfer your investments, Golden State Wealth Management is here to help.
Golden State Wealth Management partners with LPL Financial (member of FINRA/SIPC) for brokerage, proprietary technology, and advisory services.
LPL is an industry leader in brokerage services, assisting over 14,000 advisors as the nation’s largest independent broker/dealer*. From advisory platforms to technology solutions, LPL has an established, open-architecture platform and does not offer proprietary products. This promotes independent and conflict-free advice.
We value our partnership with LPL as we believe their transparency and tradition in the industry is unmatched. Their stability gives us the strength to manage your accounts with confidence.
* As reported in Financial Planning magazine June 1996-2015, based on total revenues
Let Golden State Wealth Management take your portfolio to the next level.
Above all, Golden State advisors have a dedication to helping their clients pursue their retirement dreams. Staying abreast of leading technology and current resources, we continually work to empower our clients with relevant and personalized advice. We are professionals dedicated to discover, recommend, implement, and review our client’s best financial plan with decisiveness and care.
Contact us today for a free consultation. We’ll discuss all your questions and concerns and help you on your roadmap to financial confidence.
Investment products, consultation and investment process, business focus and knowledge as indicated within this website may vary among affiliates of Golden State Wealth Management, LLC. Clients are urged to perform due diligence when selecting advisors to confirm understanding of advisor’s business process and knowledge. The financial consultants of Golden State Wealth Management, LLC are registered representatives with and securities offered through LPL Financial, Member FINRA/SIPC. Investments advice offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Golden State Wealth Management, LLC, a registered investment advisor and separate entity from LPL Financial.
The LPL Financial representative associated with this website may discuss and/or transact securities business only 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. Golden State Wealth Management is a registered investment adviser in the States of California and Washington. The adviser may not transact business in states where it is not appropriately registered, excluded or exempt from registration. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Golden State Wealth Management, LLC unless a client service agreement is in place.