Stepping Stone Wealth - West Hartford, CT | Ameriprise Financial

Stepping Stone Wealth

Camille Gagliardi, named to Forbes Best-In-State Wealth Advisors, 2019

Our Approach

We are financial advisors for highly successful executives and professionals who are in complex financial transitions. Using our refined Stepping Stone process, we can help put the pieces of your financial life puzzle together. Our skillful team will be thereto guide you from beginning to end.

We are here for you when you are feeling financially secure but know there may be additional opportunities to take advantage of or protect against. We can help you identify areas of opportunity and implement solutions.

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

Client Satisfaction 4.9 out of 5 rating based on 31 reviews

MAY 10

7:00 PM - 9:00 PM

Baseball

Please join us for a day at the ballpark! We are going to have a great time watching the home team. We'll be serving up some of your favorite ballpark fare and watching the game from our reserved seats.

JUN 6

6:00 PM - 8:00 PM

Thimble Island Dinner Cruise

Please join us for a Thimble Island Dinner Cruise and get a chance to see the sunset from the water.

JUL 12

8:30 AM - 12:00 PM

Knox Community Garden

KNOX has invited us to lend a hand in their community garden. All the food that is grown and collected helps fight food insecurity in Hartford. Please considering joining us.

OCT 8

6:00 PM - 8:30 PM

Identity Theft

Please join us for an educational evening about how to protect yourself from identity theft.

NOV 8

8:30 AM - 12:00 PM

National Day of Service

Come spend the day making a difference in our community. Please join us for the National Day of Service.

View All Events

We're proud that Camille Gagliardi has been named to the Forbes Best-in-State Wealth Advisors list for 2019. It features advisors who provide clients with a high quality experience and lead the way in the industry. Camille truly enjoys helping her clients achieve their goals. We'd like to thank our clients for their trust and for the opportunity to continue working together.

Forbes/SHOOK Research listing are based on data compiled by many of the nation's most productive advisors, selected by their firms, which is then submitted to and judged by SHOOK Research. Key factors and criteria include: assets under management, revenue produced over a three year period, regulatory and compliance record, and credentials/years of professional experience. Portfolio performance is not a factor. This award is not indicative of this advisor's future performance. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking.

We added a new event: Social Security Seminar

April 1^st
We updated our files for download

March 5^th
We updated our files for download

March 5^th

All Calculators

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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Choices

Everyone has different financial goals and priorities. The right financial advisor can offer personalized, comprehensive advice that helps you prepare for what’s expected in life and even what’s not. Visit Ameriprise.com/brilliant to learn more. (0:30)