Steward Partners, an employee-owned independent financial services firm specializing in comprehensive wealth management solutions, announced the introduction of G2G Wealth Management at Steward Partners to the platform. This was born from adding two financial advisors and $175 million in assets under management to the firm’s previously established Miller Family Wealth branch.
Florida-based advisors Zach Berg and Barry Berg have joined Georgia-based Chuck Miller and Simone Jones in bringing this new team to the market. G2G – which stands for Generation 2 Generation, demarcating the newly formed team’s depth of expertise spanning several decades and the generations of clientele it serves – is Steward Partners’ newest hybrid branch with offices across two states. The Bergs will operate out of Palm Beach Gardens, Florida, a new territory for Steward Partners as it continues its cross-country expansion.
Before the launch of G2G Wealth Management, Miller Family Wealth managed about $202 million in assets under management. By adding the Bergs’ $175 million, the total assets under management for G2G Wealth Management is approximately $377 million.
Steward Partners is a full-service, employee-owned, independent financial services firm that offers wealth management solutions for families, businesses, and multigenerational investors. The firm offers services such as comprehensive wealth planning, private banking, institutional consulting, international advisory, and business solutions. As of October 2024, it was responsible for over $38 billion in client assets.
KEY QUOTES:
“We’re beyond excited to introduce G2G and welcome the Bergs to the Steward Partners’ family. When Chuck Miller and team joined us nearly one year ago, it marked Steward Partners’ first Georgia partner, so it’s only natural that the Bergs’ remote G2G office denotes our first Palm Beach Gardens presence. This unique Georgia/Florida team is a testament to Steward Partners’ platform, which allows for the teams to spread across state lines but operate with complete cohesion and connectivity through a supportive infrastructure.”
– Jeff Gonyo, Head of Wealth Management at Steward Partners
“I am thrilled to join Steward Partners, where entrepreneurial spirit optionality is at the core of a unique environment for professional growth and client service. I met Chuck at an inflection point in my career and the timing could not have been more fortuitous. We aligned from both a personality and business perspective but shared the same wealth management philosophy and dedication to our clientele. Steward Partners’ people-centered culture and commitment to fostering collaborative relationships create the perfect foundation to serve clients with dedication and I can’t wait to work alongside this deep group of talented professionals.”
– Zach Berg, Managing Director and Wealth Manager at G2G Wealth Management
“I’m honored to welcome the Bergs to the team as we launch G2G Wealth Management into the marketplace. I joined Steward Partners in November 2023 and found immediate comfort because of the freedom I was afforded to run my business but with the support and comradery of the entire firm. It’s been everything I hoped it would be and from the moment Zach and I met, the synergy was unmatched, and I knew I had to bring him aboard. This new chapter allows us to better serve our clients wherever they are. Our new brand represents not only our dedication to high-quality, personalized financial guidance but also our embrace of the evolving landscape of remote advisory services.”
– Chuck Miller, Managing Director and Wealth Manager at G2G Wealth Management
