Whether you are looking to grow,
protect or transfer your investments, we’re here to help.

Our Services

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Golden State Wealth Management is a financial services firm and Registered Investment Advisor, offering comprehensive advice and assistance based on timely, unbiased research and industry-leading technology. From investments to retirement and estate planning, our range of services is always delivered at the highest standard in a modern and comfortable setting.

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You’ve put hard work into your portfolio, and to stay on track of pursuing your goals, you need a thorough investment management approach. With comprehensive decision making, our mission is to ensure that your plan stays relevant, and your goals are achieved.

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Risks to your assets can come in forms you don’t expect. We help each client craft a specific risk mitigation plan to help preserve their wealth. Through investment strategies and protection techniques, we aim to help you preserve your nest egg in the face of the unexpected.

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Your wealth is a big part of your legacy. When it comes to ensuring that your loved ones are granted the full benefits you intend, a solid wealth transfer strategy is vital to mitigating the wealth-destroying effects of estate taxes. Our goal is to ensure your money gets where you want it to go.

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One of the many benefits of retirement is the increased opportunity to improve the world and your community. Through calculated charitable giving, you can maximize the impact you have on the causes you care deeply about, all while managing your tax burden. We help you enact change for the better without sacrificing your standard of living.

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  • Unit Investment Trusts
  • Mutual Funds
  • Bonds
  • Common Stocks
  • UTMA/UGMA Accounts
  • Traditional IRAs
  • Roth IRAs
  • SEP IRAs
  • Simple IRAs
  • Brokerage/Advisory Accounts
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable/Fixed Annuities
  • Financial Planning
  • Retirement Plans
  • Tax Plans
  • 401 (k)
  • 403 (b)
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans
  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance

Contact us for a no-commitment,
free consultation to discuss how GSWM’s services may benefit you.

Our Process

Discover

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Everything begins with a mutual discovery meeting where the client and advisor learn from each other. We want to see where you are, where you want to be, and recommend the necessary steps the partnership will take to pursue getting there.

Recommend

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In addition to your assets, we factor your goals, values and personal situation into your financial plan. With the market awareness, industry experience, and personal touch of our advisors, you are equipped with strategies aimed at preserving and growing your money.

Implement & Review

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With a personalized plan in place, you’re on your way towards financial independence. A cornerstone of our process is a regular portfolio review, to inform you of our mutual strategy on going forward.

If you are a client of an LPL Financial advisor, please contact your advisor with any account-related inquiries. If your advisor is unavailable, you may call (800) 558-7567 for assistance from an LPL Financial associate.

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.