• 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

  • Market insights

    Read the latest market and economic updates 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

Wine Tasting

Please join us for an evening of wine tasting and hors d'oeuvres. We will be relaxing and enjoying each other's conversations.

Family Love Letter

In today's constantly changing environment, making plans to provide a sound future for your loved ones is more important than ever.

Creating a Family Love LetterTM can help you with sensitive conversations with your family about preserving and transferring the legacy you leave behind.

During this complimentary event, Camille and Chester will walk you through the Family Love Letter brochure so you can learn how to give your family a gift of time, love, and clarity.

2020 SEMINAR SERIES: Getting the most of your Medicare Benefits

You’ve provided for yourself and likely others, too — now it’s important to make a plan that will help you live confidently in retirement. In this seminar you will learn about:

• Healthcare top concerns

· Household healthcare costs

· Medicare

· Medigap

· Medicare pros and cons

· Costs

· Enrollment period

· Things to consider

· Resources

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

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

Meeting number: 590 015 519 Password: Welcome2

Thank you in advance for entering your name and email address to attend.

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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 two industry publications’ top advisor lists: Forbes Best-in-State Wealth Advisors 2019-2020, Working Mother Top Wealth Advisor Moms 2017- 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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The CARES Act and other fiscal and monetary actions around the world
The CARES Act and other fiscal and monetary actions around the world

Expanding on our previous audiocast, experts from Ameriprise Financial and Columbia Threadneedle Investments share CARES Act perspectives for long-term investors to consider.2 (20:07)

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The federal government takes action to support the economy
The federal government takes action to support the economy

In response to the COVID-19 pandemic, the Federal Reserve and U.S. government have taken actions to add liquidity into the markets and economy. In this discussion, Ameriprise and Columbia Threadneedle experts explain why this may benefit investors and consumers. 1 (31:25)

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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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3 actions to navigate the changing market

Strong market downdrafts driven by coronavirus fears can feel unsettling. Anthony Saglimbene, Ameriprise Global Market Strategist, sums up what to watch for and three actions to take with your advisor to help keep your portfolio on track. (2:02)