At Next Step Wealth Management, we want to help you take your next step. You are an individual, so your next step is different from anyone else’s. Whether you are looking to start saving, preparing for retirement, saving for your children’s education, paying off debt, retired and trying to determine an income plan, or any of a number of possible steps, we are here for you!

Investment planning
Savings strategies
Education savings and planning
Retirement Planning
Wealth Building
Philanthropy
Insurance planning: life, health. Long term care, disability
Budgeting
Coordinating efforts with other professions in your financial life like attorneys and CPAs

Tools We Use

Riskalyze
CIRStatements

Next Step Wealth Management was founded in October 2017. After 21 years in the industry, we decided it was time to build a financial practice to help everyone. No minimums, no cookie cutter solutions, but rather a place where individuals were treated with respect regardless of where they were in their financial lives. Every person on our team is focused on what is best for our clients.

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.

Check out the background of firms and investment professionals on FINRA’s BrokerCheck

Services

Tools We Use

READY TO TAKE THE NEXT STEP?