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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:

 

  1. “It is inhumane, in my opinion, to force people who have a genuine medical need for coffee to wait in line behind people who apparently view it as some kind of recreational activity.”-Dave Barry

 

  1. According to the International Air Transportation Association, providing a single dose of a COVID-19 vaccine to the world’s 7.8 billion people would require 8,000 fully filled 747 cargo planes, which is a problem since there are fewer than 1,000 747 freighters on the planet.-MarketPlace, September 11, 2020
     
  2. Over the past five years, the dartboard-and-blindfold method of stock picking would have returned about 40%. Over that same period, hedge-fund investors, after fees, earned less than 12%.-MarketWatch, October 3, 2020

 

  1. Value stocks have outperformed growth stocks for six months after every presidential election since 1980. -Marketwatch, October 12, 2020

 

  1. During the pandemic, residential electricity consumption rose 10% against a 12% decrease in commercial usage and a 14% decrease in industrial electrical consumption. From April to July, total excess expenditure on residential electricity was $6 billion with electricity bills up, on average, $20 per month.-The University of Chicago, October 7, 2020

 

  1. Foreign-born voters will make up nearly one-tenth of the electorate in 2020 – a record percentage.-Pew Research Center, February 26, 2020 

 

  1. “As democracy is perfected, the office of the president represents, more and more closely, the inner soul of the people. We move toward a lofty ideal. On some great and glorious day, the plain folks of the land will reach their heart’s desire at last, and the White House will be adorned by a downright moron.”
    -H.L. Mencken, The Baltimore Evening Sun, July 26, 1920
     
     
 
 
 

In The News

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

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