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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?

Talking Points - Interesting tidbits & quotes from Keynote Speaker & finance & economics forecaster, Mark Zinder:

  1. Only 47 stocks in the S&P 500 have fallen in price in the past year.-MarketWatch, September 29, 2021


 

  1. Gold is one of the largest financial assets in the world with an average trading volume of $183 billion. Since 2011, the S&P 500 has returned more than 16% on an annualized basis. In that same time period, the 10-year Treasury has returned close to 2%, however, the price of gold has fallen slightly.
    -CNBC, September 24, 2021
     
  2. The world now has 3,204 billionaires, the first time the number has risen above 3,000.-Businessinsider, September 24, 2021


 

  1. Televangelist Kenneth Copeland told his congregation that airline vaccine mandates were “the mark of the Beast” and yet another reason why they should buy him a private jet.-Yahoo!News, September 23, 2021


 

  1. In the second quarter of 2021, 11.5 Americans quit their job, and by July, 8.4 million potential workers were jobless even as a record 10.9 million positions remained open.-The Week, October 3, 2021


 

  1. Rising 29.4% in 2020, America posted its biggest spike in murders and manslaughter since modern records began. -CBS News, September 27, 2021


 

  1. “Horse sense is a good judgment which keeps horses from betting on people.” -W.C. Fields
 

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