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
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

Ameriprise financial advisors deliver personalized financial advice to help you achieve your goals, today and tomorrow. Your advisor takes the time to understand what’s truly important to you. Together, they will document your goals, track your progress and make ongoing recommendations to help you diversify your portfolio, and adjust to whatever life brings – both the expected and the unexpected.

Take the first step toward a more confident financial future by setting up an initial conversation.

What to expect from the first meeting

Your first meeting is complimentary and will focus on your financial needs, goals and values. During the conversation, you’ll learn the value of personalized advice, the costs associated with working together and next steps. It’s an opportunity for you to get a sense of what it might be like to work together.

To help your advisor understand your current financial status, it’s helpful to share information on accounts and income. Examples include:

  • Current income and expenses
  • Bank and investment statements
  • Home and real estate
  • 401(k) and IRA accounts
  • Insurance policies

Additionally, consider future financial goals you would like to achieve, including both short- and long-term goals.

Questions to consider before you meet

To prepare for your first meeting, think about your current financial picture and priorities. To help, consider these financial questions:

  • What are your most important financial goals right now?
  • What concerns you most about your finances?
  • Did a recent event cause you to seek advice?
  • What are you looking for from a financial advisor? What are you not receiving currently?

What you’ll receive going forward

Your first meeting is just the beginning of an ongoing relationship and process. When you work with an Ameriprise advisor, you can expect:

  • One-to-one financial advice based on your goals and needs
  • Personalized recommendations for a diversified portfolio, and solutions to protect you from uncertainty
  • Regular meetings to review your goals, progress and investments
  • Anytime access to your investments, and digital tools to help you stay on track

With right advice supported by research and online tools to track your progress, we can help you feel confident, connected and always in control of your financial life.