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

Since 1950, the S&P 500 has risen 70% of the time from Thanksgiving through New Year’s Eve, for an average gain of 1.7%.-MSN, November 24, 2023

In 1996, about 8,000 firms were listed in the U.S. stock market. Since then, the national economy has grown by nearly $20 trillion. The population has increased by 70 million people. And yet, today, the number of American public companies stands at fewer than 4,000.-The Atlantic, October 30, 2023

U.S. airlines lose 2 million suitcases a year.-NPR, November 27, 2023

The S&P 500 has gained 17% on average in the year after the last increase by the Federal Reserve. With the S&P mostly unchanged since the Fed’s last interest-rate hike in July, it suggests the index has a lot of making up to do.-Barron’s, November 24, 2023

The average consumer spends $219 on monthly subscriptions, but we are only aware of about 40% of that spending, and customers’ forgetfulness can boost companies’ revenues by up to 200%. Now, an app service will track and clean up your subscriptions for you and offers its own premium tiers…as a subscription, of course.-Axios, November 2, 2023

The world’s oldest bond turns 400 in January. Made from goatskin, the “perpetual” bond made out by the Dutch water authority to fund the repair of a dike on the Rhine River in 1624 still pays out an annual interest of roughly $17.48.-NPR, November 8, 2023

“The first rule of a happy life is low expectations. That’s the way I got married. My wife lowered her expectations.”
-Charlie Munger