Our Vision

A diverse group of five professionals in a meeting, one standing and gesturing, surrounding a table with laptops and documents in a room with a brick wall, discussing our vision.

Our Guiding Principles:

At Next Step Wealth Strategies, we embrace a distinctive approach to wealth management, challenging the status quo and continually pursuing reinvention. We firmly believe that success is not granted as an entitlement; rather, it must be earned each day. The vitality of Next Step Wealth Strategies doesn’t solely rely on our investment advice but thrives through the cultivation of enduring relationships and personal connections. Our success is a result of the experiences we create, shaped by how we treat our employees, advisors and clients.

Rooted in our core values of independence, excellence, integrity, and respect, we build the foundation for everything we do. These values enable us to harmonize your wealth and life, ensuring a meaningful and purposeful journey.

A smiling man with short brown hair, wearing a blue blazer over a navy shirt, standing outdoors with palm trees and a sunny sky in the background embodies our vision.

Jeff Edwards – Founder, Managing Partner

Jeff grew up in the Phoenix Metropolitan area, and at the age of 18, he joined the military, where he spent seven years as a U.S. Navy SEAL. Here, Jeff learned the importance of discipline and setting and completing goals for the military and civilian life. Afterward, Jeff put himself through college at Arizona State University, sometimes working 2 to 3 jobs while earning his bachelor’s degree in Business Administration with an emphasis in Finance.

An international company that Jeff interned with gave him the opportunity to join them full-time after he finished college. He worked his way up in that company from an entry-level position to running a 21-million-dollar operation with over 350 employees. After success in the corporate world, Jeff decided to follow his true passion and go into business for himself in the Insurance and Financial Services Industry.

For the last 19 years, he has had the privilege of working with and helping many families pursue pursue their goals. Jeff’s genuine concern for his clients motivates him to build long lasting relationships with them while striving to improve and maintain their financial longevity. His clients find him personable and highly dedicated to their needs. His planning techniques include Medicare planning and individualized financial plans that help mitigate financial risk, reduce tax burdens, and preserve assets from long-term care costs. Jeff is ideal for those seeking an advisor who provides an all-encompassing financial strategy. Jeff’s experience, professional training, and education potentially exceed any client’s insurance and financial planning needs and expectations.

Jeff shares his journey with his wife, Lori. Their 30-year marriage is a testament to their shared values and ambitions. Together, they have three daughters who are a constant source of inspiration and joy. Outside of his professional commitments, Jeff indulges in a variety of interests, including fitness, adrenaline sports, and crafts like metal and woodworking, activities that reflect his multifaceted personality and zest for life.

Jeff’s philosophy of life is “Never Give Up,” and it has served him well in all aspects of his life.