• Our menu of services

    Discover how we can help you put the pieces of your financial life puzzle together.

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  • How we work

    We take the time to understand what’s important to you and deliver personalized advice.
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  • Get to know us

    We enjoy helping our clients achieve their financial goals. Learn about our team members.
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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.

Honored to receive recognition

All of us at Stepping Stone Wealth are thrilled to announce that Camille Gagliardi has been named to three industry publications’ top advisor lists: Forbes Top Women Wealth Advisors 2020, Forbes Best-in-State Wealth Advisors 2020, Working Mother Top Wealth Advisor Moms 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

4 videos

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

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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Sunrise

In these uncertain times, Ameriprise advisors are here to help you navigate today, focus on the future, and stay on track for tomorrow. (0:31)