Professional Wealth Stategies - Home

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.

Learn More About Us

Did you know?

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

 

  1. “Everyone has the brainpower to make money in stocks. Not everyone has the stomach.” -Peter Lynch

 

  1. Two-thirds (67%) of people globally said that they believe that journalists and reporters purposely try to mislead people by saying things they know are false or grossly exaggerated. Just 39% of people in the U.S. said they trust media – down six points compared to the last survey taken in 2021.-PressGazette, January 19, 2022

 

  1. A record 5.4 million new business applications were filled in 2021. That’s up from the previous record of 4.4 million in 2020. In 2019, the year before the coronavirus disrupted life as we know it, there were 3.5 million new business applications. -NPR, January 12, 2022

 

  1. North Korea launched a campaign to pressure citizens to produce more human poop for fertilizing crops. The country has long sourced its agricultural manure from China, but that trade ceased after North Korea closed its borders at the onset of the Covid-19 pandemic. North Koreans who fail to meet their manure quota will be fined and not allowed into public food markets. -Insider, January 12, 2022

 

  1. In 2021, nearly half the global population was affected by malnutrition, however, the balance has shifted: Today more deaths result globally from people being overweight than underweight.-The Hill, April 7, 2021

 

  1. America now has 1 million fewer college students than before the start of the pandemic and enrollment among first-year students is 9.2% lower than pe-pandemic levels.-New York Times, January 13, 2022

 

  1. “Three o’clock is always too late or too early for anything you want to do.”-Jean-Paul Sartre

In The News

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

Read More

What Is A Chartered Financial Consultant (ChFC)?

View the article