About Us

With you on your financial journey: every step of the way At Stepping Stone Wealth, we serve hundreds of individuals and families, including State of CT employees, LGBT families, and busy executives. Our experienced advisors are committed to working closely with each client to help them piece together their unique financial puzzle, guiding them through every step of the process. Just as stepping stones help people navigate across difficult terrain, our team helps our clients navigate the complex landscape of wealth management. Our mission is to build strong, long-lasting relationships with our clients and share the knowledge and experience we've gained over the years. We strive to turn our clients' aspirations into practical plans with purpose, providing personalized financial advice.