• 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: Charitable Giving Your Way

The presentation will cover aspects of leaving a meaningful legacy. The content will cover why we give and 10 charitable giving strategies to consider in working with your advisor.

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

Click this live link to login to the webex slide presentation

Meeting number: 598 683 432 Password: Welcome2

Please plan to call the toll-free number to hear the speaker and join the Webex event online to view the slides using the login details. WebEx may prompt you to install or activate a plug-in to view the meeting.

Thank you in advance for entering your name and email address to attend. For more information: call us at 860.313.1313 or email us at chester.darling@ampf.com

Community Breakfast

Please join us in supporting our local community by serving food at a community breakfast with Foodshare, our regional food bank serving Hartford and Tolland counties.

2020 SEMINAR SERIES: Protect Yourself from Yourself

HUMANS ARE SMART. But sometimes our emotions take over, and we use the “gut instinct” part of our brain instead of the critical thinking part. This is especially true when it comes to investing. Learn why we make emotional decisions about our money, and how to get the most out of your investments — despite your instincts.

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

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

Meeting number: 597 692 327 Password: Welcome2

Please plan to call the toll-free number to hear the speaker and join the webex event online to view the slides using the login details. WebEx may prompt you to install or activate a plug-in to view the meeting.

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

View all events

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.

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Staying on track when markets are volatile

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)