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I N V E S T M E N T    M A N A G E M E N T

Providing strategic solutions that align with your goals and priorities.

As a client of Curt Howard Wealth Management & Insurance Solutions, you have access to specialized services as well as resources ordinarily reserved for Institutions and High Net Worth individuals.

You have access to all the resources and solutions from one of the nation's leading financial services company, LPL Financial, and the customized flexibility of our Registered Investment Advisor, Golden State Wealth Management, LLC.

We are qualified to guide you in accessing specific wealth management solutions personalized to your individual needs. We have:

  • Institutional Money Management Historically reserved for large institutions and High Net Worth (HNW) individuals, we bring this HNW investment service to our clientele. We have partnered with institutions that used to require $1,000,000 - $5,000,000 for an account, and are available now at dramatically lower minimums without compromising quality, service or performance.

  • Robust Broker/Dealer account platforms with 7 distinct managed platforms to meet nearly every need.

  • Traditional investment option choices including thousands of mutual funds, hundreds of insurance company based products and, also, alternative investments offerings.

  • Guided Wealth Portfolio is the brainchild of LPL Financial, combined with the revolutionary web platform of FutureAdvisor. Matched with these globally recognized institutions, we’re adding our 24 years of experience providing local, individualized, personal financial and investment planning services. We’re giving the “Robo” a Heart!

    Guided Wealth Portfolios (GWP) is a centrally managed, algorithm-based, investment program sponsored by LPL Financial LLC (LPL). GWP uses proprietary, automated, computer algorithms of FutureAdvisor to generate investment recommendations based upon model portfolios constructed by LPL. FutureAdvisor and LPL are nonaffiliated entities. If you are receiving advisory services in GWP from a separately registered investment advisor firm other than LPL or FutureAdvisor, LPL and FutureAdvisor are not affiliates of such advisor. Both LPL and FutureAdvisor are investment advisors registered with the U.S. Securities and Exchange Commission, and LPL is also a Member FINRA/SIPC.

    All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio.
    Diversification does not protect against market risk.