The new team will manage about $377 million in client assets.

Steward Partners, an employee-owned financial services firm specializing in wealth management, has continued its Florida expansion with the opening of its first Palm Beach Gardens office and the formation of G2G Wealth Management. G2G WM was born from the addition of two new financial advisors and $175 million in assets under management from 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 to bring this new team to the market, the firm said in a statement. G2G – which stands for “Generation 2 Generation” – is Steward Partners’ newest hybrid branch with offices across two states. The Bergs will operate from Palm Beach Gardens, Florida, a new territory for Steward Partners as it continues its cross-country expansion.

The move continues the firm’s Florida expansion, after it made a new partnership with Coastal 360 Capital Advisors and opened its first office in the Naples market. 

“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,” Jeff Gonyo, head of wealth management at Steward Partners, said. “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,” he added.

"Steward Partners’ people-centered culture and commitment to fostering collaborative relationships create the perfect foundation to serve clients with dedication,” Zach Berg, managing director and wealth manager at G2G Wealth Management, said.

“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, added.

Before the launch of G2G Wealth Management, Miller Family Wealth managed about $202 million in assets under management. With the addition of the Bergs’ $175 million, the total assets under management for G2G Wealth Management is about $377 million.

Steward Partners is a fast-growing RIA firm, offering services such as wealth planning, private banking, institutional consulting, international advisory, and business solutions. It is responsible for over $38 billion in client assets.