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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 stock market’s performance in the first five days of a given year can sometimes predict the market’s direction for the rest of the year. Going back to 1950, when stocks finish that period higher, as it did in 2020, the S&P 500 has been positive 82% of the time at year-end with an average gain of 13.6%.-CNBC, January 2, 2020
  2. In 2019, roughly half the people who made New Year’s resolutions regarding their finances, failed to keep them.-CNBC,December 27, 2019
  3. "The truth is always different from what anyone says out loud.” -Stephen Dunn
  4. In emerging markets, roughly 5 people enter the middle class every second.
    -Axios, October 13, 2018
  5. For the first time in history, there are more elderly people in the world than young children. Figures show that the number of over-65s surpassed that of under-fives at the end of 2018.-BBC, April 8, 2019
  6. The third year of a president’s term tends to be the best, so 2019 was in keeping with that trend. Also, stocks are up 66% of the time in a president’s fourth year.-CIO.com, November 21, 2019
  7. “War is God’s way of teaching Americans geography.”
    -Ambrose Bierce 
 

 

 

 

 

 

In The News

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

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