The Poos Group

Redwood Investments, based in Fort Bragg, CA, is a financial advisory firm that empowers investment professionals to build independent and impactful practices. With a focus on enhancing the lives of clients, the firm provides wealth advisors with a comprehensive support network, including compliance oversight, strategic marketing assistance, and advanced technology resources. The Golden State family of companies, which includes Golden State Wealth Management, Golden State Equity Partners, and Golden State Asset Management, has been recognized as one of America's Best Financial Advisory Firms by USA Today for three consecutive years. Since its founding in 2013, the firm has partnered with advisors managing over $4 billion in assets, fostering an environment that benefits both advisors and investors across its nationwide offices. Generated from the website

Golden State Wealth Management LLC, founded in 2013, is a family of investment advisers registered with the SEC, dedicated to empowering financial advisors and enhancing the lives of their clients. With a multi-custodial model and a robust support network, the firm manages over $4 billion in assets while operating offices across the country, including its flagship location in South Coast Metro, California. Recognized by USA Today as one of America's Best Financial Advisory Firms for three consecutive years and ranked on Forbes' list of Top RIA Firms, Golden State continues to innovate through its extensive offerings. These include flexible affiliation models, strategic marketing assistance, advanced technology resources, and a comprehensive asset management program aimed at delivering sophisticated investment strategies and operational support for financial advisors. Generated from the website