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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. Last year, the amount of U.S. currency in circulation soared at a rate unseen since WWII and was the biggest one-year percentage increase since 1945. When all that cash builds up, it tends to look for a place to go, leading to economic boom times.-CNBC, January 6, 2021

 

  1. In November and December of 2020, the S&P 500 rose more than 14%. On the five previous occasions, the index has climbed more than 10% in those two months – 1954, 1962, 1970, 1985, and 1998 – the S&P 500 has gained an average of more than 18% the following year. 
    -MarketWatch, January 5, 2021 
  2. In 2020, eleven of the top 15 U.S. TV broadcasts were NFL games.-Axios AM, January 6, 2021

 

  1. “If you tell the truth you don’t have to remember anything.” 
    -Mark Twain

 

  1. In 2020 the price of copper was up 26% finishing the year at $7,766 per metric ton. One reason demand’s been insatiable is that the average battery in an electric vehicle contains 83 kilograms of copper compared to 23 kilograms of copper in a typical internal combustion vehicle.-Bloomberg Businessweek, January 5, 2021

 

  1. Last year, California’s population contracted by 69,532, shrinking for the first time as far back as records go. -The Wall Street Journal, December 31, 2021

 

  1. “May you live in interesting times.”-Chinese curse

 

 

In The News

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

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