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Welcome to Professional Wealth Strategies, a Tucson 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 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...

 

 

There are 600 billionaires in the U.S., with more than 40% of them residing in California and New York. -US News and World Report, March 8, 2019

 

“The poor have sometimes objected to being governed badly; the rich have always objected to be governed at all.”-G.K. Chesterton
 

Disney films have accounted for 33.4% of the entire U.S. box office so far this year, raking in $2.7 billion in ticket sales.-CNBC, October 17, 2019
 

For the first time since the government began keeping track in 1978, the U.S. posted an overall petroleum surplus totaling almost $300 million.
-MarketWatch, November 5, 2019
 

Manufacturing made up just 11% of gross domestic product this year, its lowest percentage since 1947. The figure compares with 13.4% for real estate and 12.3% for government.  -Bloomberg, October 29, 2019

 

Google’s new “quantum machine” needs less than 3½ minutes to perform calculations that would take a traditional computer 10,000 years, making the most powerful supercomputers look like mere toys.-The New York Times, October 23, 2019

 

“The function of economic forecasting is to make astrology look respectable.”
-John Kenneth Galbraith 

 

 

 

 

 

 

In The News

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

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