I'm Stina Antonopoulos, founder of Roots & Wealth.

I believe financial planning is about much more than money. It's about helping people make confident decisions that support the life they want to live, the family they want to protect, and the legacy they hope to leave behind.

Throughout my career, I've had the opportunity to help individuals, families, and business owners navigate important financial decisions involving retirement income, life insurance, annuities, mortgage lending, and real estate. Those experiences have taught me that every financial decision is connected—and that the best retirement strategies are built by looking at the whole picture, not just one piece of it.

My approach has always been simple: I listen first.

Before we discuss investments, insurance, or retirement income, I want to understand your story. What are your goals? What concerns keep you awake at night? What does financial freedom look like for you and your family?

Those conversations become the foundation for every recommendation I make.

I'm also the author of What If?, scheduled for release in August 2026. I wrote the book because I've seen how one thoughtful question can change the direction of a person's financial future. My hope is that it encourages readers to think differently about retirement, legacy, and the decisions that shape the lives of the people they love.

At Roots & Wealth, my mission is to educate first, simplify complex financial decisions, and help people build retirement strategies that are rooted in their values—not fear or uncertainty.

As Roots & Wealth continues to grow, my commitment remains the same: to build a team that shares these values and treats every client with the same care, respect, and personal attention that I believe every family deserves.

Whether you're planning for retirement, protecting your loved ones, or preparing the legacy you'll leave behind, I'd be honored to help you navigate the journey with clarity, confidence, and purpose.

I believe lasting wealth begins with strong roots—built through education, thoughtful planning, and relationships founded on trust.