G2G Wealth Management | Dalton, GA | Kennesaw, GA | Palm Beach Gardens, FL
Who We Are
Personal Service for Your
Financial Planning Needs
Our team is incredibly passionate about what we do. We deliver a concierge-style experience, and each of our team members brings unique strengths and capabilities to the table, giving you personalized support for every aspect of your financial world.
Chuck Miller
Partner, Managing Director, Wealth Manager
Zachary Berg
Partner, Managing Director, Wealth Manager
Barry Berg
Partner, Wealth Manager
Frank Smith
Partner, Senior Vice President, Wealth Manager
Patrick Connolly
Partner, Vice President, Wealth Manager
Simone Jones
Partner, Vice President, Wealth Manager
Kelly Morris
Partner, Client Administrative Manager
Dalton Miller
Partner, Vice President, Wealth Manager
Steward Partners
Steward Partners is an employee-owned, full-service partnership, catering to family, institutional and multi-generational investors. Our professionals deliver comprehensive wealth planning and investment strategy implementation, professional asset management services, private banking, institutional consulting, and business solutions to our clients and their families. We pride ourselves on delivering personalized client service with an unwavering commitment to excellence.
Our Strategic Alliance
To best serve you, we’ve partnered with leading financial institutions that provide access to innovative technology and world-class service solutions. We want you to have peace of mind about your future, and with a driven team dedicated to your goals and the backing of Raymond James, your wealth will be managed with the utmost care and precision.
Raymond James
In conjunction with Steward Partners, we selected Raymond James as a custodian and platform provider given their strong commitment to best-in-class technology and deep reserve of human intellectual capital. Backed by their world-class resources and cultural alignment, we are able to fulfill our mission to serve select clients with the core tenets of integrity and trust. Our relationship with Raymond James allows us to consistently and conscientiously put you and your goals at the forefront of our work.