Stepping Stone Wealth

A private wealth advisory practice of Ameriprise Financial Services, Inc.
Client Satisfaction 4.9 / 5 rating based on 35 reviews 98.00

  • How we work

    We take the time to understand what’s important to you and deliver personalized advice.
    Learn more

  • Connect with us

    If you have financial questions or want to schedule a meeting or consultation, get in touch.
    Contact us

  • Current market conditions

    Get the latest market and economic insights from Ameriprise experts
    Read more

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

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 there to 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.

Events

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.

Thimble Island Dinner Cruise

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

Medicare Seminar

Please join us for an educational evening that will help guide you through the Medicare system.

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Honored to be recognized in Forbes

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.

The Ameriprise difference

#1
most trusted1
#1
in customer loyalty2
#1
in customer service3
Gauge your retirement readiness

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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2019 market outlook

Market volatility is a natural characteristic of investment markets. Ongoing communication with your advisor can help ensure you have the personalized financial advice you need to maintain a well-diversified portfolio regardless of market conditions. (2:17)