Team profile

What you can expect when you work with us

We are financial stewards for several hundred individuals and their families including State of CT employees, LGBT families, and busy executives.

Our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with us, you receive:

  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help 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.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Request a consultation

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, Ameriprise Client Experience Award, 2021
  • Camille Gagliardi, Forbes Top Women Wealth Advisors, 2020-2021
  • Camille Gagliardi, Forbes Best-in-State Women Wealth Advisors, 2022
  • Camille Gagliardi, Forbes Best-in-State Wealth Advisors, 2019-2021
  • Camille Gagliardi, Working Mother Top Wealth Advisor Moms, 2017-2020
  • Camille Gagliardi, Five Star Wealth Manager, 2012-2014, 2016-2019
  • Camille Gagliardi, Ameriprise Circle of Success, 2007-2020
  • 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