Stepping Stone Wealth

10/07/2026

We're celebrating Camille Gagliardi's 30th year with Ameriprise!

A lot has changed in three decades. What hasn't changed is the standard she set from the start, and our team still lives by it: Relationships First.

For us, that means listening before recommending, bringing the right people into the room, and making sure clients understand the decisions in front of them.

Camille built Stepping Stone Wealth around that idea, and we're proud to carry it forward with her.

Congratulations, Camille, and thank you.

10/05/2026

Today we're celebrating Neil Holt's 4-year anniversary with Stepping Stone Wealth!

Before financial planning, Neil spent years in Connecticut schools. You can still hear that background in the way he works: explain the why, slow down the decision, and make sure the person across the table understands what comes next.

We're grateful for the way he keeps growing alongside our team, from earning his CFP® designation to leading our work with educators planning for retirement.

Happy anniversary, Neil.

Visit his advisor website to learn more about Neil: https://bit.ly/4jGQgdn

09/28/2026

You might see a familiar face on TV this fall. 📺

Stepping Stone Wealth commercials are airing now through December across the greater Hartford area, including Hartford, Manchester and Enfield.

Where to watch for us: 🏈 Sports: ESPN, ESPN2, NESN, NBC Sports Boston, NFL Network, FS1 and Golf Channel 📈 News and business: CNBC, CNN, Fox News, Fox Business and MSNOW 🏡 Lifestyle and entertainment: HGTV, Food Network, Magnolia, Bravo, Comedy Central, History, TNT, USA and more

Most spots air during the morning news and evening sports.

If you catch one, let us know in the comments or send us a message. We'd love to hear where you saw it!

09/22/2026

How might the 2026 midterm elections affect markets and your investment strategy? Explore key issues, historical trends and potential sector impacts.

Explore potential market, sector and investing implications of the 2026 midterm elections.

09/10/2026

Great companies don't happen by accident.

Ameriprise Financial was named one of Newsweek's America's Greatest Companies of 2026.

This recognition reflects the people, culture and client-focused approach that help make Ameriprise stand out.

Learn more about what sets Ameriprise apart: https://bit.ly/3df9a5L

09/08/2026

Hope everyone had a wonderful Labor Day weekend! We had such a great time hosting our clients, friends, and their families at the baseball game last week. From the party deck to the photo booth to a little ballpark food, it was the perfect night out together. Thank you to everyone who came out and made it so special. We're already looking forward to the next one.

08/31/2026

Thank you to all our clients who shared feedback about working together - We're excited to share the results! As of today, our client satisfaction score is 5 out of 5. If you would like to provide feedback but haven’t done so recently, please sign into your Ameriprise account online and share your experience via the “Submit a review” button in the “My Advisor” tab. Hearing from you helps us continue to improve the experience we provide to clients. As always, we appreciate your business. Please review important information about our score on our website. https://bit.ly/460OsUD

08/28/2026

Retirement isn't just a number on a statement. It's healthcare costs you didn't see coming, Medicare timing that feels like a maze, and the question almost nobody says out loud: will this actually last?

We're recording our next Reimagining Retirement session, where Chester and Neil answer the real questions people have about this stage of life.

So we're asking first: what would you want to know?

Drop your question in the comments, or send it to us privately if you'd rather. We'll answer as many as we can in the video.

08/26/2026

Today is Women's Equality Day, which commemorates the certification of the 19th Amendment and the long effort to secure women's right to vote.

It's a chance to reflect on the women whose determination and advocacy helped create opportunities for future generations.

We're grateful for the women who strengthen our families, workplaces, communities, and the lives of those around them every day.

08/24/2026

Selling your business isn’t the end of the story. It’s the start of what’s next. We can assist you in planning your transition to help preserve value and reflect your vision.