Zachary Berg

Zachary Berg is a Partner, Managing Director, and Wealth Manager at G2G Wealth Management, operating the Palm Beach Gardens, Florida office of Steward Partners since November 2024. In his current leadership role, he provides comprehensive wealth management services for families, business owners, and multigenerational clients, helping manage approximately $377 million in client assets as part of the G2G team. His practice specializes in holistic financial planning, retirement strategies, and succession planning for high-net-worth individuals and entrepreneurs.

Prior to joining Steward Partners, Zachary served as Managing Director at J.P. Morgan and previously at First Republic Private Wealth Management, where he developed extensive expertise in personalized investment advisory and portfolio management for affluent clients. His sector focus includes equities, fixed income, and alternative investments across private and public markets, as well as tailored solutions for business owners and intergenerational wealth transfer.

Zachary holds both a Master of Business Administration and a Bachelor of Arts in Political Science and Government from Florida Atlantic University. Throughout his career, he has been recognized for building trusted client relationships and delivering innovative wealth solutions; his addition to Steward Partners contributed to broadening the firm's presence in Florida and reinforcing its reputation as one of the fastest-growing independent wealth management firms in the country.