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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...

 

"Markets take the stairs up but the elevator down.” 

 -Anonymous

 

In 1836, Alabama became the first state in the U.S. to declare Christmas a legal holiday. In 1907, Oklahoma became the last.   

-Southern Living

 

While other groups have recovered, employment among men 25 to 34 is still below pre-recession levels. Today, 86.1% of men in that age group are working, down 2 points since 2007- that is a decline in the labor force of 500,000 men.

-Bloomberg, February 23, 2018

 

“If past history was all there was to the game, the richest people would be librarians.”

- Warren Buffett

 

Almost 26 million Americans (or about 8% of the US population) say they've had a package stolen from a porch or doorstep during the holidays, according to a 2017 survey.

-Insurancequotes.com 

 

“The last leg of a bull market always ends in hysteria; the last leg of a bear market always ends in panic.” 

-Jim Rogers

 

A 9-year-old boy successfully petitioned the town of Severance, CO to “authorize the manufacture and local use of a preferred weapon delivery system,” and legalize the throwing of snowballs. The council unanimously voted to overturn the 98-year-old ban on the use of missiles, which legally applied to snowballs.

-CBS, December 4, 2018

 

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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