Our Approach

Stepping Stone Wealth specializes in helping busy executives, State of CT employees and LGBT families to make more confident financial decisions. We don’t push or insist on any specific investment products, but rather, we look to help our clients understand their financial options including the associated risks and fees so they can make informed decisions.

Many of our clients have complex or unique financial needs plus we believe that not everyone is able or interested in focusing on financial information. By listening carefully and without bias, we believe our clients choose to work with us and establish a relationship.

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Background and qualification information is available at FINRA's BrokerCheck website

 
 

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Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Giving back during retirement.

Thinking about the next phase of your life? Whether it involves slowing down or stepping up, I’m here to help you achieve your goals and live brilliantly. (0:30)