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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. Global debt is expected to climb to a new all-time high of more than $257 trillion. That works out to around $32,500 for each of the 7.7 billion people on the planet and more than 3.2 times the world’s annual economic output.-Reuters, January 13, 2020

 

  1. On June 22, 1633, astronomer Galileo Galilei was forced by the Pope to recant his view that the earth orbited the sun and that the sun was the center of the solar system rather than the other way around. He was sentenced to indefinite imprisonment and was kept under house arrest until his death in 1642. In 1992 that the Roman Catholic Church admitted it had been wrong.-Smithsonian Magazine, June 22, 2020
     
  2. On June 22, the temperature in Verkhoyansk, a small Siberian town, hit 100.4 degrees Fahrenheit. It’s likely the hottest temperature ever recorded inside the Arctic Circle.-CBS News, June 23, 2020
     
  3. The personal savings rate, in April, hit a historical record high of 33%.-Reuters, May 29, 2020

 

  1. Nearly half of twitter messages agitating to “reopen America” are likely coming from bots. The tweeting appears to be aimed at sowing division and definitely matches the Russian and Chinese playbooks.-NPR, May 20, 2020
     
  2. With global call centers closed, Americans only received 2.9 billion robocalls in April which is down from 4.8 billion in February.-PRNewswire, May 6, 2020

 

  1. In several states, becoming a barber requires significantly more training than to become a police officer. For example, in North Carolina, licensed barbers need 1,528 hours of training whereas police officers only require 620 hours. In Louisiana, it requires more training to become a licensed manicurist (500 hours) than a police officer (360 hours). 
    -Law Enforcement Today, June 12, 2020
     
 

 

 

 

 

 

In The News

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

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