About Us

Financial Guidance Built on Experience, Education, and Trust

Helping individuals and families navigate retirement, protection, and legacy planning with greater clarity and confidence.

Our Story

After spending over 20 years helping clients through major financial and life decisions in real estate and mortgage lending, Stina Antonopoulos saw firsthand how many families were unprepared for retirement, long-term care needs, and income protection.

As traditional pensions disappeared and financial uncertainty increased, she became passionate about helping people create safer, more sustainable strategies designed to protect both their lifestyle and the people they love most.

Roots & Wealth was created to provide a more educational, relationship-centered approach to financial guidance — one focused on clarity, long-term thinking, and helping clients feel more informed and empowered about their future.

Today, Stina works with individuals and families seeking retirement income strategies, life insurance protection, long-term care planning, and legacy-focused financial solutions.

As a wife, mother, and business professional, Stina understands that financial decisions are deeply personal and often emotional.

Her goal is to create a welcoming environment where clients feel comfortable asking questions, exploring options, and building plans that support both their present needs and future goals.

Stina Antonopoulos

VP of Client Strategy / Services

CA Lic. 4374774 | NPN 20996862

A Different Approach to Planning

Education before decisions

Relationships over transactions

Strategies designed around real life

Long-term thinking over short-term reactions

Protection and stability matter

Every family deserves clarity and confidence