US RIA Steward Partners has introduced G2G Wealth Management, a hybrid team that will oversee around $377m in client assets.
The G2G Wealth Management team includes the father-son advisor duo Zach Berg and Barry Berg, who add $175m in assets to the group.
Go deeper with GlobalData
The Bergs moved from First Republic, which was acquired by JPMorgan, following the regional banking meltdown last year.
The duo will be based at the Palm Beach Gardens office in Florida.
They join Georgia-based Chuck Miller and Simone Jones, who oversee $202m in assets at the pre-existing Miller Family Wealth branch.
The collaboration between the Bergs, Miller and Jones epitomises the cross-generational appeal of G2G Wealth Management.
How well do you really know your competitors?
Access the most comprehensive Company Profiles on the market, powered by GlobalData. Save hours of research. Gain competitive edge.
Thank you!
Your download email will arrive shortly
Not ready to buy yet? Download a free sample
We are confident about the unique quality of our Company Profiles. However, we want you to make the most beneficial decision for your business, so we offer a free sample that you can download by submitting the below form
By GlobalDataSteward Partners wealth management head Jeff Gonyo said: “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.”
G2G Wealth Management wealth manager and managing director Zach Berg said: “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.”
