• How we work

    We take the time to understand what’s important to you and deliver personalized advice.
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  • Connect with us

    If you have financial questions or want to schedule a meeting or consultation, get in touch.
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  • Market insights

    Read the latest market and economic updates from Ameriprise experts.
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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

2020 SEMINAR SERIES: Tax Strategies for the Current Landscape

The presentation will focus on: Understanding the current landscape, planning considerations and strategies.

Please call: 1-866-501-1506 Conference Code: 402 956 1640

Click this live link to login to the webex slide presentation.

Meeting number: 598 512 654 Password: Welcome2

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.

2020 SEMINAR SERIES: Why a Roth IRA, Why Now? Valuable tips to help you reach your goals

Cut through the clutter and decide if a Roth IRA conversion is right for you. Understand the value of balancing taxable income with tax-free income in retirement. Take full advantage of all the benefits of a Roth conversion while avoiding common pitfalls.

Find out which factors to consider before choosing a Roth conversion. Join us to see if this strategy can work for you!

Please call: 1-866-501-1506 Conference Code: 402 956 1640

Click this live link to login to the webex slide presentation.

Meeting number: 599 903 621 Password: Welcome2
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Honored to receive recognition

All of us at Stepping Stone Wealth are thrilled to announce that Camille Gagliardi has been named to three industry publications’ top advisor lists: Forbes Top Women Wealth Advisors 2020, Forbes Best-in-State Wealth Advisors 2020, Working Mother Top Wealth Advisor Moms 2019. These rankings recognize advisors who provide clients with a high-quality experience and lead the way in the industry. Congratulations, Camille! We’re proud to work alongside you to help our clients achieve their financial goals.

Forbes/SHOOK Research listings 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 for the firm, regulatory and compliance record, and credentials/years of professional experience. Selection of winners is done by comparing advisors at a national level, selecting winners, and then sorting them into state-specific lists. A separate evaluation is not done for each state. 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.

Our videos

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After a volatile first half, what’s next?
After a volatile first half, what’s next?

Stocks swung from a bear market in Q1 to near record highs in Q2. In the 2020 Third Quarter Outlook from Ameriprise, David Joy, Chief Market Strategist, provides insights on the near-term market environment and key actions for investors to consider. (3:02)

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The path to a financial comeback
The path to a financial comeback

Based on findings in the Financial Comebacks study from Ameriprise, hear expert insights on the most common setbacks and strategies to recover. (15:36)

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How rebalancing helps you weather the market’s waves
How rebalancing helps you weather the market’s waves

Did you know that regular rebalancing can help manage risk and keep you aligned with your goals? Learn more about how it can work for you. (1:50)

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The secure site on ameriprise.com
The secure site on ameriprise.com

Watch our video for an introduction to the secure site and learn more about working with your advisor online. (2:00)

The Ameriprise difference

Ask us about tracking your goals online
Having ongoing access to your goals and progress can help you feel confident, connected and always in control of your financial life.
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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Sunrise

In these uncertain times, Ameriprise advisors are here to help you navigate today, focus on the future, and stay on track for tomorrow. (0:31)