Team photo for Stepping Stone Wealth
Client Satisfaction 4.9 / 5 rating based on 53 reviews

  • Connect with us

    If you have questions or would like to schedule a complimentary initial consultation, get in touch.

    Contact us

  • Market insights

    Read the latest market and economic updates from Ameriprise experts.
    Explore insights

  • Financial confidence

    See where you stand across key financial areas with the 3-Minute Confident Retirement® check.
    Take the check

Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Navigate the future with confidence

Markets may fluctuate, but personalized financial advice can help you stay focused on the long term. We take the time to understand you and your goals and provide advice to help you stay on track to reach them. If you’re ready to learn more, we’re ready to help. Let’s meet for an initial complimentary consultation.

Request a consultation

Featured insights

  close
View more markets and economic insights

Events

2024 SEMINAR SERIES: Understanding Medicare A to D

Let’s talk Medicare. Join Jeff Nymark for this educational webinar where he’ll discuss:

  • Medicare basics
  • Medicare coverage and costs
  • Medicare drug coverage: Part D
  • The differences between Original Medicare and Medicare Advantage
  • Medicare coordination benefit rules

Please call: 1-844-621-3956

Meeting Number (Access Code): 2484 664 1692#

Password: Seminar1!

2024 SEMINAR SERIES: Growing LGBTQ Wealth

In this presentation we’ll discuss trends, challenges, and unique statistics related to the LGBTQ+ community. We will also go over aspects of investing as well as actionable items you can take away to improve your financial future.

The presentation will include:

  • LGBTQ+ numbers that matter
  • Challenges facing the LGBTQ+ community
  • Investing beyond the headlines
  • Building your foundation for wealth and well-being

Please call: 1-844-621-3956

Meeting Number (Access Code): 2485 541 3733#

Password: Seminar1!

View all events

Honored to receive recognition

We’re thrilled to announce that Camille Gagliardi has been named to three industry publications’ top financial advisor lists: Forbes Best-in-State Wealth Advisors, 2019-2023; Forbes Best-in-State Women Wealth Advisors, 2022-2023; Forbes Top Women Wealth Advisors, 2019-2021. We’re proud to work with Camille every day, and these awards are a true testament to her hard work, commitment and care. Thank you to all of our loyal clients – we are honored to be part of your lives.