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.

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


Client Satisfaction 4.9 out of 5 rating based on 19 reviews 98.00

 
 

Honored to receive

We are honored and thankful to serve each of our clients and their familes now and in the future-and we're excited to share that Camille Gagliardi has been recognized by Working Mother on the Top Wealth Adviser Moms list for 2017, an honor awarded to a select group of advisors for quality of service and success in business and ethics.

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Working Mother/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.

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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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How do you find financial confidence? It starts with a plan that’s personalized to all of your goals. The right financial advisor can help you feel more confident about your financial future. (0:30)