Golden State Wealth Management, LLC

Golden State Wealth Management is a registered investment advisor providing individuals, families, and businesses with a wide array of financial services. The firm's core offerings include asset management, comprehensive portfolio management combining investment strategies with financial planning, and standalone financial planning and consulting. When managing portfolios, Golden State Wealth Management builds customized portfolios using individual stocks, bonds, exchange-traded funds, mutual funds, options, and other public and private securities. Portfolios are continuously monitored and rebalanced to align with each client's specific goals, time horizons, and risk tolerance. In addition to direct portfolio management, the firm offers access to third-party money managers and various advisory programs through custodians like LPL Financial and Charles Schwab. Golden State Wealth Management also provides retirement plan consulting services to employer-sponsored plans. The firm operates with a focus on understanding client objectives and maintaining open lines of communication.