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Welcome to Professional Wealth Strategies, Tucson's premier boutique advisory firm! Our mission is to help our clients prepare for their families' future by creating and implementing a comprehensive plan so they can stay on track, avoid costly mistakes, and simplify their lives.  

We are independent financial planners committed to the highest fiduciary standards. We opened our doors in 2003 after recognizing that Tucson needed a firm where the client's needs always come first. Our clients include individuals, families, business owners, and trusts.

We develop a holistic financial plan based on the unique situation and needs of each client. This includes financial and investment advice, insurance, tax, and estate planning—all aspects of a sound financial plan.

Let us create your financial future together!

 

Fixed insurance products and services offered by Professional Wealth Strategies.

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Did you know?

Some interesting tidbits and facts shared by Mark Zinder, keynote speaker, economic forecaster, writer, and consultant...

 

 

  1. The Jamaican Stock Exchange was the world’s best performing stock market in 2018, rising 29% in U.S. dollar terms. In five years, Jamaican stocks have surged nearly 300%. However, the total value of the 37 stocks in the main index is $11 billion, less than twice the value of Harley-Davidson.-ZeroHedge, Jan 20, 2019


 

  1. There were 3.85 million-American babies born in 2017, the lowest number since 1987.-BBC News, May 17, 2018


 

  1. Alexandria Ocasio-Cortez wants a 70% marginal tax rate on top earners citing studies that show “optimal” top tax rates as high as 73% or even 84% maximize government revenue. Government revenue actually starts to fall when the top tax rate hits 48%. When you count state taxes, that is close to where we are now.-Wall Street Journal, Feb 8, 2019


 

  1. Approximately 224 million roses are grown for Valentine’s Day and 15% of women admit they will send flowers to themselves.-Crazy Valentine's Day Facts, February3, 2019


 

  1. U.S. coal use fell 691 million tons in 2018, the lowest level since 1979. Coal plants are shutting faster than expected because of the falling costs of wind and solar power.-US Energy Information Administration, Dec 4, 2018


 

  1. The only member of the British House of Commons who is not allowed to speak is the person called the Speaker of the House.-Wikipedia


 

  1. “Honest criticism is hard to take, particularly from a relative, a friend, an acquaintances, or a stranger.”       -Franklin P. Jones 

If these tidbits of information were of interest, see more from Mark through this link: Talking Points

 

 

In The News

As seen in the local papers, Professional Wealth Strategies: A different type of wealth advisor

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