Rooted in Family.
Built for Legacy.
Helping individuals and families navigate retirement income, life insurance, long-term care, and legacy planning with clarity and confidence — without unnecessary market risk or confusing financial jargon.
THE ROOTS & WEALTH PHILOSOPHY
Most People Were Never Taught How to Truly Prepare for Retirement
Today’s families face enormous financial uncertainty:
pensions disappearing
market volatility
rising long-term care costs
taxes
inflation
concerns about outliving savings
Many people are doing their best — but still feel unsure whether their money is truly protected.
At Roots & Wealth, we help simplify the process and create strategies designed to provide more confidence, protection, and long-term stability.
Financial Strategies Designed Around Real Life
Retirement Income Planning
Create dependable income strategies designed to help you maintain your lifestyle throughout retirement.
Safe Money & Annuities
Protect a portion of your savings from market loss while creating growth and guaranteed income opportunities.
Life Insurance Protection
Help protect your loved ones, preserve wealth, and create financial stability for future generations.
Long Term Care Planning
Prepare for future care needs before they become a financial burden on your family.
College Planning
Build smarter strategies for education funding while balancing retirement goals.
Family Financial Preparedness
Emergency planning
Protection
Transitions
Home & Legacy Planning
Real estate
Mortgage strategy
Long-term wealth building
Education & Advocacy
What If…
Resources
Speaking
A Different Kind of Financial Guidance
Roots & Wealth was founded by financial strategist Stina Antonopoulos to help individuals and families navigate retirement and protection planning with greater clarity, confidence, and care.
With a background spanning real estate, mortgage, and financial services, Stina brings a practical, relationship-centered approach focused on long-term stability, income protection, and family legacy.
At Roots & Wealth, the goal is simple:
to help people feel more informed, empowered, and financially prepared for the future.
Financial Education and Retirement Resources
5 costly retirement mistakes families make —
and how to create more protected income in an uncertain economy.
The Safe Money Retirement Blueprint
Learn how many families are repositioning portions of their savings toward strategies focused on protection, guaranteed income, and long-term stability.
SEND ME MY FREE GUIDE
Inside this free guide:
Common retirement mistakes to avoid
Understanding market risk near retirement
How guaranteed income strategies work
Long-term care planning considerations
Ways families are creating more financial confidence strategies focused on protection, guaranteed income, and long-term stability.
Ready to Build a More Confident Financial Future?
Schedule your
complimentary strategy conversation to explore retirement income, protection planning & legacy strategies
tailored to your goals.
Roots & Wealth Group
a subsidiary of SJA Financial Services, LLC
CA Lic. 4374774 | NPN 20996862
707-WEALTH7
707-932-5847
* Guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are long-term financial vehicles designed for retirement purposes. These products contain limitations, including withdrawal charges, fees, and a market value adjustment, which may affect contract values.
This information is for educational purposes only and should not be construed as investment, tax, or legal advice. Please consult with your financial professional before making any financial decisions.
