Financial planning for new heights

Let us become part of your financial journey. We can help you reach new heights.

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We Work With You

We share your driven, goal-oriented mindset, and all of our focus is committed to working towards your financial goals. Your partnership with us lasts for life, and we’ll continually dedicate ourselves to developing a holistic planning approach that revolves around your needs as an individual – and your needs alone.

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Working with us means more than just gaining access to our diverse portfolio of partners and resources. It means working in an environment that an advisor like you deserves.

Clients

Sophisticated planning resources. A wide selection of in-house specialists. Advisors attuned to your specific needs.

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Advisors

At Sierra Ridge, we want you to have the freedom to focus on your strength, and our network of partners and resources is curated around that ideology.

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915 Highland Pointe Dr.
Suite 150
Roseville, CA 95678

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915 Highland Pointe Dr. Suite 150 Roseville, CA 95678; Office: 916-891-2557
Securities and investment advisory services are offered through NEXT Financial Group, Inc., member FINRA/SIPC
Sierra Ridge Wealth Management is not an affiliate of NEXT Financial Group, Inc.
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