Latest News and Press Releases

Want to stay updated on the latest news?

Sign into Reader Account Create Reader Account

October 22, 2025 08:00 ET | Source: Golden State

Golden State Named to Forbes Top RIA Firms for Fourth Consecutive Year

SOUTH COAST METRO, Calif., Oct. 22, 2025 (GLOBE NEWSWIRE) -- Golden State is proud to announce that it has again been recognized on the fourth annual Forbes | SHOOK “America’s Top RIA Firms” list —...
October 15, 2025 08:00 ET | Source: Golden State

Golden State Welcomes Colton Lightner of Topwater Capital in Osprey, Florida

Colton Lightner, CFP®, AIF®, founder of Topwater Capital, brings extensive experience in wealth management and a deep commitment to his local community.
July 14, 2025 08:00 ET | Source: Golden State

Golden State Welcomes John Young, CFP® of Young Global Wealth Strategies in Boulder, CO

Young Global Wealth in Boulder, CO, launches new venture offering greater investment flexibility that is aligned with each client’s goals and values.
April 24, 2025 09:00 ET | Source: Golden State

Golden State is Recognized as One of USA Today’s Best Financial Advisory Firms for the Third Consecutive Year

Golden State’s continued presence on USA Today's Best Financial Advisory Firm list is a testament to its commitment to serving financial advisors.
April 15, 2025 08:00 ET | Source: Golden State

Golden State’s Asset Management Program Expands Offerings and Enhances Advisor Support by Partnering with WealthShield

Golden State announces a series of strategic enhancements designed to further empower financial advisors and their clients.
January 13, 2025 08:00 ET | Source: Golden State

Pointwealth Capital Management Welcomes Glenn Hruska and Expands Assets Under Management to Over $450 Million

Pointwealth Capital Management is proud to announce the acquisition of Glenn Hruska.
September 03, 2024 08:00 ET | Source: Golden State

Golden State Wealth Management Welcomes New Advisor, Valerie Krebs

By taking the helm at Aurum Investment Management, Valerie Krebs can provide greater flexibility in managing wealth for her varied clientele.
July 09, 2024 08:00 ET | Source: Golden State

Sandra Cho, Founder and President of Pointwealth Capital Management, has been Recognized as One of AdvisorHub’s 2024 100 Women Advisors to Watch

SOUTH COAST METRO, Calif., July 09, 2024 (GLOBE NEWSWIRE) -- Golden State Wealth Management is thrilled to announce that Sandra Cho, one of our reputed wealth managers, has been named in the...
June 24, 2024 08:00 ET | Source: Golden State

Golden State Wealth Management proudly welcomes Ben Schulte, Founder of Omega Wealth Management, to its community of advisors

Golden State Wealth Management welcomes Ben Schulte, who operates under the DBA, Omega Wealth Management, located in Carlsbad, California.
May 09, 2024 08:00 ET | Source: Golden State

PEEK WEALTH is proud to announce the newest addition to its financial team, Brett Elliott, formally of Edward Jones

Justin Peek of PEEK WEALTH in Carlsbad, CA, has expanded its team and is excited to welcome Brett Elliott as a Financial Advisor coming from Edward Jones.