Stepping Stone Wealth, a private wealth advisory practice with Ameriprise Financial in West Hartford, CT was named to the list of “Best-in-State Wealth Management Teams” published by Forbes. The list recognizes financial advisors and their teams who have demonstrated high levels of ethical standards, professionalism, and success in the business.
The rankings are based on data provided by thousands of the nation’s most productive advisors and their teams. Stepping Stone Wealth was chosen based on assets under management, industry experience, compliance record and best practices in their practice and approach to working with clients.
Stepping Stone Wealth is led by Camille Gagliardi, MBA, CFP®, BFA™, CIMA®, and Chester Darling, CFP®, ChFC®, RICP®, CLU®, APMA™, CASL®. The team also includes financial advisors Neil Holt, APMA™ and Brittany Baylor, CRPC™, APMA™ and support staff Jennifer Gray, Michelle Cosker, April Doyle, Julia Hartland, and William Haberlin. They have collectively served the West Hartford community since 1997.
Stepping Stone Wealth provides financial advice that is anchored in a solid understanding of client needs and expectations and provided in one-on-one relationships with their clients. For more information, please contact Michelle Cosker at 860-313-1313 or visit the Ameriprise office at 8 Lowell Rd. West Hartford, CT 06119 (new office location effective January 29th, 2025 – current address is 57 N Main St. West Hartford, CT 06107 or their website steppingstonewealth.com.
About Ameriprise Financial
At Ameriprise Financial, we have been helping people feel confident about their financial future for more than 130 years. With extensive investment advice, asset management and insurance capabilities and a nationwide network of approximately 10,000 financial advisors, we have the strength and expertise to serve the full range of individual and institutional investors' financial needs. For more information, visit ameriprise.com.
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1Company founded June 29, 1894.
Forbes rankings are developed by SHOOK Research and are created using an algorithm that includes both qualitative (in-person, virtual and telephone due diligence meetings; client impact; industry experience; review of best practices and compliance records; and firm nominations) and quantitative (assets under management and revenue generated for their firms) data. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Certain awards include a demographic component to qualify. These rankings for each applicable year are based on the opinions of SHOOK Research, LLC, are not indicative of future performance or representative of any one client’s experience and are based on data from the previous two calendar years. Forbes magazine and SHOOK Research do not receive compensation in exchange for placement on the ranking or its use. For more information: www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
Ameriprise Financial Services, LLC is an Equal Opportunity Employer.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.
Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
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