A complete list of active advisors currently associated with Golden Wealth Capital, LLC

Warmer can help you find a great advisor at Golden Wealth Capital, LLC or one who fits your needs even better.

Golden Wealth Capital offers ongoing portfolio management and financial planning primarily for individual and high‑net‑worth clients, and also provides periodic educational seminars and workshops to organizations and the public. Services include development of Investment Policy Statements, discretionary portfolio management, retirement‑account fiduciary advice, and the ability to refer clients to third‑party advisers. The firm’s investment process emphasizes written investment policies and combines fundamental analysis, modern portfolio theory, and technical analysis to guide long‑term trading and model‑driven portfolio construction. It advises across a broad set of vehicle types—including mutual funds, ETFs (including precious‑metal ETFs), fixed income, real estate funds, private placements, venture capital and commodities—tailoring allocations to client risk profiles. Notable distinctions include a formal program of public and organizational educational presentations and an integrated custodial relationship with a digital platform and model marketplace, through which the firm uses model portfolios and tax tools and that involves platform and revenue‑sharing arrangements. The firm also documents referral and fee‑sharing relationships with outside professionals and may direct clients to third‑party managers, which the brochure discloses as potential conflicts the firm manages.

To learn more about the advisors currently working at Golden Wealth Capital, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Gloria Rodriguez	Sacramento, CA	10

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