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Stepping Stone Wealth

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West Hartford, CT
Stepping Stone Wealth

Stepping Stone Wealth, a Private Wealth Advisory Practice of Ameriprise Financial Services, LLC

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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.

08/18/2026

If you have a high schooler at home, you already know the college conversation has two halves. There is the fun half. Campus visits, the sweatshirt, the list on the fridge. Then there is the other half. The one that happens after the kids go to bed. We are hosting a College Planning Essentials webinar on Thursday, August 20th because that second conversation goes a lot better when someone walks you through how the pieces fit together. Timelines, aid, what to sort out before senior year, and the questions worth asking now. Register online: https://bit.ly/4wDLrEH

08/11/2026

Smart money habits start at home.

Recent Ameriprise research reveals that parents shape how kids think about everything from budgeting and savings to credit cards and debt.

08/04/2026

A lot of executives come to us with one big question:

“Am I making the right decisions with my compensation?”

But underneath that question, there are usually a dozen others.

When should I exercise stock options?
What should I do with my RSUs?
Does deferred compensation make sense?
How will this affect my taxes?
Can I retire when I want to?
Am I making decisions that support my family long term?

These questions are rarely simple. And they are almost never separate.

That is where Chester’s work with executives often begins. He helps bring the moving pieces together so clients can see how one decision affects the next.

Because sometimes the most valuable part of planning is not getting an instant answer.

It is finally being able to see the full picture.

For a lot of people, that clarity brings relief.

Learn more: https://bit.ly/3TACfTN

07/31/2026

Yesterday our team gathered for our Elevate 2026 offsite. We spent the day stepping back from the day-to-day to talk about where we are headed, what we want to keep improving, and how we can continue showing up well for the clients and families we serve. After a full day of planning and discussion, we wrapped up with time together on the Connecticut River. Grateful for this team, the conversations we had, and the work ahead.

07/27/2026

I started my career at American Express Financial Advisors in 1996. The firm became Ameriprise when it spun off from American Express in 2005, and I have been here through all of it.
People ask whether I ever considered leaving. The answer is yes, once. There was a period when I was not sure I could build an entity that would outlast me. I looked for a team to merge with because I wanted to know that my clients and my staff would be taken care of when I eventually stepped back. I could not find anyone who would take care of them the way we do.
So I stayed, not because leaving was hard, but because the alternative did not meet my standard.
Since then I brought on a co-owner, built a team with a COO and a fractional CEO, and started developing the next generation of advisors. The practice I was not sure could outlast me is being built to do exactly that, and staying was only the right decision because I kept building after I decided to stay.

07/21/2026

The distinction between managing investments and managing a financial life is something most people never encounter until they need it.
Investment management is one component of what we do. The others are tax planning, estate planning, executive compensation strategy, retirement income planning, and what I think of as life planning: the financial decisions that sit at the intersection of money and identity. The women I work with are not looking for someone to pick their funds. They are looking for someone who can hold the whole picture at once, who coordinates with their CPA and estate attorney, who reaches out proactively instead of waiting to be asked, and who understands that the financial decision and the life decision are usually the same decision.
We call it Forging Pathways. Getting ahead of the terrain. Laying the path before you have to walk it.
That is what Stepping Stone Wealth was built to do.

steppingstonewealth.com

Address

8 Lowell Road
West Hartford, CT
06119

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Website

http://www.steppingstonewealth.com/

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