Goldenstate Wealth Management

Goldenstate Wealth Management offers personalized investment management and financial planning services for individuals, high-net-worth clients, and other eligible investors. Led by Kelvin M. York Jr., the firm helps clients build and manage portfolios using individual stocks, exchange-traded funds, mutual funds, and fixed income securities. Investment management can be structured on a discretionary or non-discretionary basis, meaning Goldenstate can make trades on your behalf or provide recommendations while you retain final approval. In addition to managing investments, Goldenstate provides consulting and financial planning that covers retirement strategies, cash-flow considerations, debt and savings analysis, education planning, and risk management. The firm tailors its services to each client's specific financial situation, risk tolerance, and goals, and allows clients to place reasonable written restrictions on their accounts. Goldenstate does not sell securities or insurance for commissions and operates independently of broker-dealers.