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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. Since 1950, there have been 35 years when the S&P 500 was up a minimum of 3% at the start of summer (June 21). The S&P saw further gains in 30 of those 35 years. -CNBC, June 24, 2018

 

  1. In today's digital world, within just 1/1000 of a second, we produce written content equivalent to that contained in all the books ever published throughout history—an estimated 130 million titles.  -Augmented: Life in the Smart Lane by Brett King

 

  1. “Peace is not the absence of conflict, it is the ability to handle conflict by peaceful means.” -Ronald Reagan

 

  1. In California, there is a tiny private school called Ad Astra with fewer than 40 students whose average age is 10. Music, languages, and sports are not taught, there are no grades, and students can opt out of subjects they don’t enjoy. The children do trade their own currencies and study artificial intelligence. Elon Musk’s kids go to school here. -Ars Technica, June 25, 2018

 

  1. American workers forfeited a total of 212 million vacation days in 2017, equivalent to $62.2 billion in lost benefits. In other words, the average American employee donated $561 back to their employer by not using allotted vacation time. -The Week, July 6, 2018

 

  1. The U.S. economy has failed to top 3% annual growth in 12 straight years, the longest streak in modern history. -MarketWatch, June, 27, 2017

 

  1. “The true soldier fights not because he hates what is in front of him, but because he loves what is behind him.” -G.K. Chesterton
     

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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