Glen R. Golish
Helping Families And Businesses With Generational Wealth Strategies Since 1989
For more than 30 years, Glen R. Golish and his team have been helping high-net-worth individuals and their families reach their maximum wealth potential by providing the education, tools and services they need for their lifetime.
He recently changed the name of his firm from Golish Financial Group to G Wealth Strategies, LLC, to better reflect the firm’s mission and expertise.
“The G represents generational; we specialize in generational wealth strategies with a focus on transferring assets from one generation to another, while maintaining maximum efficiency for our clients,” says Golish.
His team, which comprises 15 insurance and financial strategists and support staff, act as a “financial symphony” for their clients.
“We provide a holistic approach to help clients organize everything in their financial world,” states Golish. “Each member of our team holds industry-specific education and designations.”
Whether it’s life, disability, long-term care, business, health or group insurance, G Wealth Strategies works with multiple carriers to ensure their clients find the right insurance product for their specific needs. The firm provides estate analysis, wealth transfer strategies, retirement planning, charitable planning techniques and tax-advantaged income strategies.
Since everyone’s financial situation is different, G Wealth Strategies does not provide a conventional approach. Instead, the firm crafts a tailored strategy based on the client’s goals, dreams and risk tolerance.
“We strategize first and then determine the best products for our clients and what will help them build generational wealth and establish financial security,” notes Golish. “While my expertise is geared toward meeting the complex needs of high-net-worth individuals and businesses, our team provides all of our clients with the same level of expertise and individualized service.”
“Our clients’ dreams and goals are ever-changing, and G Wealth Strategies will be with you every step of the way,” he adds.
G Wealth Strategies provides regular reviews of your personal and financial situation to ensure that your strategies and goals are aligned.
Golish resides in Boca Raton with his wife and four children. He is known for his philanthropic work in the community. He is particularly passionate about helping the soldiers serving in the IDF through the charity Helping Israel Fund.
G Wealth Strategies, LLC, is located at 3010 N. Military Trail, Ste. 318, Boca Raton. For more information, call 561-869-4600.