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.