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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...

 

Job openings declined to about 6.9 million in November, but there are still about 800,000 more jobs than there are workers.

-CNBC, January 8, 2019

 

According to the SBA, small businesses employ nearly half (47.5%) of all workers in the United States.

-Small Business Trends, January 8, 2019

 

Fifty-six percent of workers are laid off or pushed out of jobs at least once before they leave the workforce for good. Only 1 in 10 of those workers ever goes back to earning the same amount of money.

-ProPublica, December 28, 2018

 

“History repeats itself, but in such cunning disguise that we never detect the resemblance until the damage is done.” 

-Sydney Harris

 

In 1997, China produced 867 terawatt hours of energy from coal; by 2017, that went up fivefold to 4,361. American coal use, by contrast, dropped from 1,998 terawatt hours to 1,314. 

-The Week, January 11, 2019

 

According to a new report from the Japanese government, Japanese women had 921,000 babies in 2018. That’s the fewest births since comparable records began in 1899 — when the country’s population was a third its current size. 

-The Washington Post, December 31, 2018

 

“If you torture the data long enough, it will confess to anything.” 

-Ronald Coase

 

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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