Stepping Stone Wealth Team Profile | Ameriprise Financial

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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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

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

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!