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Welcome to Professional Wealth Strategies, Tucson's premier 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 always 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. “In politics, the short term is crystal clear and the long term is murky; in the stock market, the short term is murky but the long term is crystal clear.”-David Gergen
  2. A new poll found that nearly a third of voters do not know the names of their party’s candidate for Congress this November.-TheHill.com, October 3, 2018
  3. New research suggests that dogs crave eye contact and become depressed and anxious when their owners spend too much time staring at their smartphones. -DailyMail.com, September 18, 2018
  4. About one-third of the people who were exposed to a fake print advertisement that described a visit to Disneyland and how they met and shook hands with Bugs Bunny later said they remembered or knew the event happened to them.The scenario described in the ad never occurred because Bugs Bunny is a Warner Bros. cartoon character and wouldn’t be featured in any Walt Disney property. The frightening thing about this study is that it suggests how easily a false memory can be created. -University of Washington, June 11, 2001
  5. “Bad is never good until worse happens.” -Danish proverb
  6. The nation of Venezuela is headed towards an economic collapse, with inflation of 233% in September and a daily inflation of 4%. A member of Venezuela’s opposition-run congress reported that consumer prices rose 488,865% in the 12 months ending in September. The International Monetary Fund estimates that consumer prices in Venezuela will rise 1,000,000% in 2018.-CEICdata.com
  7. If you purchase a lottery ticket on Monday for a jackpot that is being held on Wednesday, you are 100 times more likely to die before the drawing is held than win the jackpot.      -The Law of Large Numbers  

 

If these tidbits of information were of interest, see more from Mark through this link: Talking Points

 

 

In The News

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

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