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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...

 

  1. The CEO of the company Simpliflying tried an experiment- the company decided to force its employees to go on vacation. In fact, if they even contacted the office while on vacation they would not get paid for vacation time. What they discovered was encouraging. After the vacation, creativity surged 33%, happiness went up 25%, and productivity increased by 13%.-Psychology Today, June 10th, 2019

 

  1. Forced to choose between driving five hours or taking a flight, 66.3% of American respondents would rather drive.-StudyFinds, May 21, 2019
     
  2. For the first time in more than 100 years, the legislatures of every state except one- Minnesota, are dominated by a single party.-The New York Times, June 11, 2019

 

  1. “I predict future happiness for Americans if they can prevent the government from wasting the labors of the people under the pretense of taking care of them.” 
    -Thomas Jefferson
     
  2. In America today, there are 84 robots for every 10,000 workers.-CNBC, June 10, 2019

 

  1. Forty-nine percent of Americans under the age of 35 now report having a side hustle.-Fortune, June 6, 2019

 

  1. “Allow other people to speak first; the important factor is not who talks…it’s who listens.” 
    -Ilana Eberson 

 

 

 

 

In The News

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

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