| Local Classified | Announcement | Stepping Stone Wealth Recognized as a Best-in-State Wealth Management Team by ForbesWest Hartford, CT – January 9, 2024 – Stepping Stone Wealth, a private wealth advisory practice with Ameriprise Financial in West Hartford, was named to the list of “Best-in-State Wealth Management Teams” published by Forbes. 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®. About Ameriprise FinancialAt Ameriprise Financial, we have been helping people feel more confident about their financial future for 130 years1. Source: Forbes, “Forbes Best-in-State Wealth Management Teams,” Jan. 9, 2024.
Source: Forbes January 24, 2024 11:09 UTC