Stepping Stone Wealth Team Profile | Ameriprise Financial

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.

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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, 2023-2025
Camille Gagliardi, Forbes Best-in-State Wealth Advisors, 2019-2024
Camille Gagliardi, Forbes Best-in-State Women Wealth Advisors, 2022-2024
Brittany Baylor, Ameriprise Ultimate Digital Excellence Award , 2023
Camille Gagliardi, Ameriprise Ultimate Digital Excellence Award, 2023
Stepping Stone Wealth, Ameriprise Client Experience Award, 2021-2023
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

Volunteering at Foodshare where we sorted and packed 22,150 pounds of bread!

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!