How we work

Why Stepping Stone Wealth

• We maintain a non-judgmental, holistic view of your current and future financial needs and goals.

• We thoroughly explain all available financial options and associated risks so you can make more confident, informed decisions.

• We are financial stewards for several hundred successful executives and professionals.

• We strive to exceed your expectations by being reliable, responsive and knowledgeable in the financial planning process. We will work with other financial professionals, such as accountants and attorneys, to provide auxiliary support at your request.

• We provide clear, upfront explanations of any associated fees.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Employee Stock Options
  • Financial Strategies for LGBTQ Couples and Families
  • Cash Flow Management Strategies
  • Executive Compensation and Benefit Strategies
  • Domestic Partner Planning
  • Tax Planning Strategies

Community participation

National Day of Service at Hartford Foodshare

The Stepping Stone Wealth team volunteers our time throughout the year to give back to our community. We love sharing this time with our clients, so keep an eye on our Events page for information on past and future volunteer events!

  • Hartford Foodshare
  • Universalist Church of West Hartford Community Breakfast
  • KNOX Inc

Our videos

2 videos

Working with us

Meeting with an Ameriprise financial advisor is an important first step. It's an opportunity to get to know an advisor and share your goals and dreams. You're under no obligation; your initial meeting with an Ameriprise financial advisor will be relaxed and informal.

Your meeting will include a review of your existing financial situation and potential opportunities, gaps or general strategies. While you won't receive a comprehensive review or financial planning services for which fees are charged, you should expect to get a sense of what it might be like to work together.

What to expect

  • Professional help in clarifying your financial goals and priorities
  • If you decide to purchase a financial planning service, you will receive sound financial advice at a fair price, tailored to your investment objectives
  • Accurate information about our tailored solutions, including risks, benefits and costs

What to bring

  • A list of any questions you have regarding your current financial situation
  • Any account statements, budget information or other areas of your financial life that you feel deserve immediate attention
  • A list of future dreams and financial goals you would like to achieve, including both short- and long-term goals