Strategic Industry Alliances
About Golden State Wealth Management
Golden State Wealth Management’s unwavering commitment to advisors, clients, and the future of financial advice makes them an ideal partner in supporting our organization. Through comprehensive marketing, technology, compliance, and back-office support, they help empower our team to deliver a first-class client experience with customized strategies designed to address each client’s unique financial goals and challenges.
About Ascentis Asset Management
We partner with Ascentis Asset Management to help provide our clients with a more sophisticated and comprehensive investment experience through institutional-caliber resources, research, and portfolio management solutions. This partnership enhances the depth of investment insight, technology, and strategic support available to our clients. Ascentis Asset Management works alongside our team to help navigate changing market conditions, provide disciplined portfolio oversight, and support customized investment strategies aligned with your goals. Together, we collaborate to understand your needs and guide important financial decisions, so you can feel more confident in your long-term financial plan.
About LPL Financial
LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm's tools and resources to help them provide financial guidance and recommendations to help meet their clients' needs. For more information about LPL Financial, visit www.lpl.com.