Your financial future may feel like a thousand miles away. At G Wealth Strategies, we’ll work with you to begin the journey and we’ll stay with you throughout. We will help you to achieve your dreams, and allow you to dream in color.
Let’s Create Your Path Together
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Glen Golish
Founder
Glen Golish
Founder
Glen Golish is President of G Wealth Strategies, LLC. Since 1989 Glen has assisted high net worth individuals, business owners, and families reach their maximum wealth potential. He helps clients make conscientious financial decisions for the benefit of their future generations and favorite charities utilizing sound economic, protection, and financial strategies. After 30 years as Golish Financial Group, Glen expanded his business and changed the company name to G Wealth Strategies. The G represents generational wealth strategies, and the circle of the G represents an ever-changing estate plan. Glen has amassed an impressive portfolio managing policies equaling $2.1 billion in net death benefit, $120 million in cash value and $36 million in annual current premium. According to Forbes Magazine, this puts him in the top 100 of in-force life insurance producers in the world. Glen has consistently been a top producer with some of the top-rated companies in the industry.
- Mass Mutual – 2015 Agent Product Leader; 3 years as a top ten producer and 8 years as a top 25 producer
- Guardian - 2 years as a national top 10 producer, 7 years straight as the #1Financial Advisor in South Florida, 12 years as a national top 50 producer
- John Hancock - 1 year as top 10 producer
- Lincoln - 1 year as top 10 producer
- Phone 561-869-4600
- Email glen@gwealthstrategies.com
- Website www.gwealthstrategies.com
- Fax 561-869-4620
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Jared Morgenstern
Senior Partner, Financial Planning & Wealth Management
Jared Morgenstern
Senior Partner, Financial Planning & Wealth Management
Jared Morgenstern has been in the financial services industry since 2004; he has experience is all areas of the industry. Jared helps his clients plan for the future. He actively expands his network of clients to include families and business professionals.
Jared started working in the industry at MetLife and worked there until the company’s transition to MassMutual’s Coastal Wealth. In 2017, Jared was the Holistic Advisor of the Year for Coastal Wealth, which is achieving success in all areas of the financial services industry. In 2018 and 2019, Jared was the Financial Planner of the Year. Jared graduated from the University of Miami (FL) in 2003 with a Bachelor’s degree in Marketing and a minor degree in Motion Pictures. He is originally from West Hartford, Connecticut and still has family in Connecticut as well as New York. Jared has lived in South Florida since 2000 and currently lives in Boca Raton with his wife Lauren, daughter Ayel and son Avi. Jared will work with you and your tax and legal advisers to help you select the most appropriate product solution to suit your specific needs and circumstances. When Jared is not helping his clients, he is usually exercising and focusing on a healthy lifestyle with his family.
- Phone 561-489-1466
- Email jmorgenstern@mycoastalwealth.com
- Fax 954-331-5050
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Rafael Abitbol
Partner, Financial and Insurance Strategist
Rafael Abitbol
Partner, Financial and Insurance Strategist
Rafael Abitbol is a Financial and Insurance Strategist with G Wealth Strategies. Upon graduation from high school, Rafael proudly enlisted in the United States Marine Corps. He served his country for the next four years; including a combat deployment to Afghanistan during Operation Enduring Freedom. While serving, Rafael was promoted to Non-Commissioned Officer where he was challenged by his superiors to mentor the junior Marines within his unit. It was during that time that Rafael often found himself not only mentoring Marines with regards to their professional duties, but also giving guidance related to their finances and personal wealth management. Rafael quickly recognized his passion for helping others manage and preserve their wealth, and upon his honorable discharge from the Marine Corps, he attended Nova Southeastern University where he earned a Bachelor of Science degree in the field of Finance. Rafael is a big family man and is raising four daughters with his wife Katherine. Rafael is fluent in both English and Hebrew.
- Phone 561-869-4606
- Email rafael@gwealthstrategies.com
- Fax 561-869-4620
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Andrew Reese
Partner, Wealth Management
Andrew Reese
Partner, Wealth Management
Andrew Reese is a Financial Advisor with G Wealth Strategies, LLC. He attended Penn State University where he earned a Bachelor of Science degree in Finance from the Smeal College of Business. Upon graduation, Andrew held various positions in corporate finance and accounting. In 2011, he joined in the United States Marine Corps Forces Reserve; proudly serving his country over the next six years. During his service, Andrew received multiple awards, was meritoriously promoted and became a Non-Commissioned Officer. In 2014, Andrew embarked on a career in Financial Services with MassMutual Financial Group. Andrew is an avid college and professional sports fan. He enjoys music of all genres and plays guitar and golf in his spare time. Andrew resides in Miami, Florida with his wife, Nicole, and two boys, Kai and Jaxon.
- Phone 954-938-8800
- Email andrewreese@financialguide.com
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Yosef Benson
Partner, Wealth Management
Yosef Benson
Partner, Wealth Management
I am a registered representative of and offers securities, investment advisory and financial planning services. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs. I am licensed to sell insurance in: CT, FL, MI, NM, TX and VA and securities in: FL, CA, NY, MI, PA, TX, and GA.
- Phone 786-376-3548
- Email yosef@gwealthstrategies.com
- Fax 561-869-4620
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Courtney Klein
Executive Assistant to Glen R. Golish
Courtney Klein
Executive Assistant to Glen R. Golish
Courtney Klein is the Executive Administrative Assistant to Glen R. Golish. She excels in managing schedules, facilitating seamless communication, and ensuring efficient operations. With a background in Human Resources, Courtney possesses comprehensive knowledge of corporate policies and procedures. Based in Boca Raton, Florida, she enjoys a fulfilling personal life with her husband, two children, and cherished dog named Mack.
- Phone 561-869-4606
- Email courtney@gwealthstrategies.com
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Gail Marcus
Client Experience Coordinator
Gail Marcus
Client Experience Coordinator
Gail is the Client Experience Coordinator at G Wealth Strategies. She is an accomplished professional with a diverse background in healthcare and Jewish communal service. Gail initially thrived as a practice manager for physician practices and later progressed to become the Associate Director of Financial Services. Relocating to South Florida, She embraced new challenges, transitioning into medical business management before embarking on a successful career in Jewish communal service. With notable roles at the Jewish Federation, the American Committee for the Weizmann Institute of Science, and Hillel Day School, she demonstrated her exceptional administrative skills and commitment to community service. Gail’s expertise lies in ensuring exceptional client experiences and fostering strong relationships.
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Hadassa Roth
Real Estate - Investments
Hadassa Roth
Real Estate - Investments
Originally from London, Hadassa has been passionate about real estate as far back as she remembers. Following 3 years of sales management, operations and business development work at her family’s companies’ in the UK, she embarked on a real estate journey and hasn’t looked back since. For the last 8 years Hadassa has immersed herself in the world of real estate investments, as both an owner operator and LP investor. Her hands-on experience actively executing deals of her own, has allowed her to attain an astute understanding of a large variety of investment asset types - and the many facets of operations which they entail - thereby allowing her to analytically evaluate investment opportunities and their risk factors. Hadassa is extremely well connected with some of the top players in the real estate investment field across asset types, including multifamily, commercial, retail, senior living and skilled nursing homes. She has helped place significant equity for investors as well as employ tax and risk mitigation strategies, by sourcing often exclusive opportunities.
- Phone +1 732 966 3299
- Email hadassa@gwealthstrategies.com
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Joseph Landsberg
Mortgages - Investments
Joseph Landsberg
Mortgages - Investments
Joseph is currently the Managing Director at BDIM Capital. He is responsible for loan origination, capital placement and senior management.
Joseph joined BDIM from Franklin St where he served as a Senior Director for their SFL Capital Division. He has also held roles at CBRE where he served as Vice President for the Boca Raton Debt & Structured Finance Team, Marcus & Millichap’s Capital Corporation as an Associate Director and Meridian Capital as a VP Origination. Originally from London, UK, He worked at Foxtons PLC in the Real Estate Sales team.
With a real estate finance career spanning a decade, Joseph brings a wealth of knowledge and expertise across the lending platform. With half a billion dollars’ worth of loans successfully executed, Joseph is an expert in all asset types and negotiates ‘out of the box solutions’ to his clients.
Joseph holds a first-class honors B.A in Business Management from Middlesex University of London and is a licensed Mortgage Broker through the NMLS. He lives in Boca Raton, FL with his wife, children, and their dog Miko.
- Phone +1 561-405-0643
- E-mail joseph@gwealthstrategies.com
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John Byrnes
Director of Health Benefits
John Byrnes
Director of Health Benefits
John Byrnes began his career in Health Insurance 7 years ago and specializes in employee benefits and well as individual health plans. He manages groups ranging in size from 4 employees to as many as 400 employees.
Outside of the office, John has a deep love for the intricacies of the game of golf, enjoying both the physical and mental tests the game brings. He has used his drive and determination in that venue to maintain a stellar 2 handicap. John’s other passion is helping others and he pursues that goal by being extremely active in local philanthropy. He puts this same kind of passion to work for his clients every day, ensuring that each and every one of them is treated as if they were the only clients that truly mattered.
John currently resides in Boca Raton with his wife and their 3 lovely daughters.
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Michelle Friedlander, RHU®, REBC
Disability Specialist
Michelle Friedlander, RHU®, REBC
Disability Specialist
Michele brings over 25 years of experience in the disability income insurance arena to the Golish Financial Group team. She specializes in offering plans to maximize income protection for individuals, businesses and employee benefits working with the top carriers to offer the best options for both individuals and groups.
Michele is a graduate of the University of Miami. She has earned the Registered Health Underwriter (RHU®) and Registered Employee Benefits Consultant (REBC) designations and she is a certified Continuing Education Instructor. Michele is the past president of the Women in Financial Services Organization, and a recipient of their Woman of the Year Award. She is a current member of Women in Financial Services and the National Association of Insurance and Financial Advisors (NAIFA).
Michele is active in the community through the United Way of Broward County.
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Rosa Golish
Comptroller
Bio Coming Soon