TAKE THE NEXT STEP

INTO YOUR FUTURE

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A FRESH APPROACH TO

WEALTH MANAGEMENT

Helping people make better decisions about their financial future.

Build your best life by partnering with us to help you and your family get to where you want to go. We’ll help you make great financial decisions and celebrate the growth we build together.

WHY CHOOSE US

The Right Mindset

We’re not in it for OUR money,we’re in it for YOUR money, and your best future.

Great Information

We are DEDICATED to education and communication to enable you to make thoughtful decisions on your future.

Flexible Tools

Sit back and relax. We’re not tied to any one platform or system so you have freedom and security.

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COMMON STARTING POINTS IN

WORKING WITH US

LIFE CHANGING EVENT

Your life is always changing and your financial plan needs to change with it. What's your Next Step?

PLAN FOR THE FUTURE

Complete a quick risk tolerance quiz to see how your investments today compare to your expectations for the future.

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VISIT US

NEXT STEP WEALTH MANAGEMENT

Location:
1227 Pleasant Grove Blvd,
Suite 200
Roseville, CA. 95678
​
Hours:
M-F 9am - 5pm

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Investment Advisory Services offered through Independent Advisor Representatives of Cambridge Investment Research, Inc., a Registered Investment Adviser. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, to residents of: CA, CO, OR, UT. Cambridge and Next Step Wealth Management are not affiliated.

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