About Us

Next Step Wealth Strategies is an independent firm and an LPL Financial Branch located in Tucson Arizona. We are committed to creating a positive impact in the lives of others. To fulfill this mission, we have crafted distinctive strategies customized to meet the specific needs, goals, and objectives of our clients.

Our Philosophy

Continuous Education! At Next Step Wealth Strategies, our team assists individuals at every life stage. Whether you’re launching your career, savoring retirement, or navigating the in-between, we specialize in planning your financial future and overseeing your assets. This allows you and your family to concentrate on realizing the life you’ve envisioned, while we handle the intricacies of financial management.

Our Process

Initially, we dedicate time to actively listening to each client, aiming to thoroughly understand their financial standing, challenges, and potential opportunities. Subsequently, we tailor a savings and investment strategy specifically crafted to assist in pursuing their short—and long-term objectives. Crucially, we provide continuous support, engage in ongoing dialogue, and offer lifelong coaching aiming to ensure sustained progress.

Financial Planning

Life Insurance

Investment Planning

Retirement Planning

Succession Planning for Business Owners

Small Business Retirement Plans

Education Planning

Charitable Giving


A professional man in a suit discussing documents with a couple at a table in a bright office setting to preserve their financial future.

Let’s talk . . .

If you’re considering a partnership with Next Step Wealth Strategies for your financial planning needs, reaching out to us can be the first step towards preserving your financial future.