Team profile

Build confidence in your financial future

Do you know where you stand across key financial areas? Our 3-Minute Confident Retirement ® check can help you gauge your retirement readiness and see how your financial confidence compares to others. Let’s talk about how we can help you set and reach your financial goals for today and tomorrow. To get started, request a complimentary initial consultation.

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Areas of focus

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

Awards & recognition

  • Stepping Stone Wealth, Forbes Best-in-State Wealth Management Teams, 2023
  • Camille Gagliardi, Forbes Best-in-State Wealth Advisors, 2019-2023
  • Camille Gagliardi, Forbes Best-in-State Women Wealth Advisors, 2022-2023
  • Stepping Stone Wealth, Ameriprise Client Experience Award, 2021-2022
  • Camille Gagliardi, Ameriprise Circle of Success, 2007-2020, 2022
  • Camille Gagliardi, Forbes Top Women Wealth Advisors, 2020-2021
  • Camille Gagliardi, Working Mother Top Wealth Advisor Moms, 2017-2021
  • Camille Gagliardi, Ameriprise Circle of Success Diamond Ring, 2017

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