Our Approach

Stepping Stone Wealth specializes in helping busy executives, State of CT employees and LGBT families to make more confident financial decisions. We don’t push or insist on any specific investment products, but rather, we look to help our clients understand their financial options including the associated risks and fees so they can make informed decisions.

Many of our clients have complex or unique financial needs plus we believe that not everyone is able or interested in focusing on financial information. By listening carefully and without bias, we believe our clients choose to work with us and establish a relationship.

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

 
 

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)