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Golden State

Financial Services
+1 866-273-1563
201 Sandpointe Avenue, Santa Ana, California, United States, 92707, Santa Ana, California
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About Golden State

Golden State Wealth Management is an SEC-registered investment adviser dedicated to financial professionals and their clients. They offer services such as goal-centered investment strategies, turnkey asset management, succession planning, and compliance oversight. Their target audience includes top-tier financial advisors seeking independence and support. The unique selling proposition is providing advisors with autonomy to build independent practices while offering comprehensive support networks and partnerships with major financial institutions like LPL Financial and Charles Schwab[1][3][5]. This setup allows advisors to focus on client satisfaction while leveraging Golden State's resources for operational efficiency.

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