Strategic Alliances

Envision Wealth Strategies partners with Golden State Wealth Management and LPL Financial to provide comprehensive financial services to clients. Golden State Wealth Management offers Envision Wealth Strategies access to a network of financial professionals and resources, enhancing their ability to deliver tailored wealth strategies. LPL Financial, one of the nation's leading independent broker-dealers, provides Envision with robust support, cutting-edge technology, and a broad range of investment options. This collaboration ensures that clients receive the highest level of service and personalized financial plan.

Golden State

Golden State is a hybrid RIA that supports financial advisors by providing access to a comprehensive network of industry professionals, advanced technology, and a wide range of resources. This support includes ongoing education, marketing assistance, and compliance guidance, empowering advisors to focus on delivering exceptional, personalized service to their clients. By partnering with Golden State, financial advisors can leverage these tools to enhance their practice and better address their clients' financial goals.

LPL

At LPL, our success is defined by the success of the advisors and institutions we support. We invest in them, so they can amplify the impact they have on their clients.

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 18,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients. For more information about LPL Financial, visit www.lpl.com.

*Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report); No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine June 1996-2023); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report)