Stepping Stone Wealth

A private wealth advisory practice of Ameriprise Financial Services, Inc.
Client Satisfaction 4.9 / 5 rating based on 31 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 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.

Events

Identity Theft

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

National Day of Service

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

Cocktail Reception

Please join us for an evening of cocktails and hors d’oeuvres. We will relax and enjoy each other's conversation. Cheers!

View all events

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

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.

view commentary  

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)