Patrick Jeffs-Catone

On the institutional side of his business, Mr. Catone is co-founder and owner of Golden State Wealth Management. GSWM has a very simply philosophy; they believe that every Financial Advisor, that you, have the right to own the book of business that you’ve worked so hard to build. They believe that you have the right to be paid what you’re worth and they believe that you have the right to work in an environment surrounded by peers who are trying to achieve the same things that you are in a legal, ethical and profitable manner. Patrick Catone is a personal Wealth Manager with a focus on providing wealth management strategies to successful individuals & families of the LGBT community throughout Southern California. With a focus on financial guidance for the gay & lesbian community, Patrick has observed the unique challenges & obstacles that they may be faced. With his team of seasoned professionals, he helps affluent clients address their five biggest concerns: preserving their wealth, mitigating taxes, taking care of their heirs, ensuring their assets aren’t unjustly taken, and charitable giving. Patrick has been a part of the Redwood Investments team since 2009 & co-founded Golden State Wealth Management in 2013. Serving a diverse set of clients who have entrusted assets in his care. Patrick uses a consultative process to gain a detailed understanding of his client’s deepest values & goals. He then employs customized recommendations to address each client’s unique needs & goals beyond simply investments. Successful individuals and families work with Patrick to:- Develop/implement a comprehensive wealth plan to help them work towards their financial dreams.- Make smarter decisions in today’s uncertain political, economic & social environment. - Obtain an independent second opinion from an experienced financial advisor in their community.