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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?

Some interesting tidbits and facts shared by Mark Zinder, keynote speaker, economic forecaster, writer, and consultant...

 

The U.S. expansion reaches its 10-year mark this month. More than 20 million jobs have been created so far and the net worth of American households has increased by $47 trillion.-Axios, June 4, 2019

 

According to the Organization for Economic Cooperation and Development, Australia has the longest sustained expansion on record, at 28 years. They have not experienced a recession since 1991.-The New York Times, April 6, 2019
 

Tony and Carmella Soprano’s house in New Jersey- or at least the one in which their eponymous HBO show was filmed, is up for sale with a listing price of $3.4 million. It sits on 1.5 acres and has four bedrooms, two garages and a guest house. No word about the whereabouts of those ducks, however. -Fox Business, June 1, 2019

 

“It is difficult to get a man to understand something, when his salary depends upon his not understanding it.”  
-Upton Sinclair
 

A 28-year-old Chinese entrepreneur made a record bid to have lunch with Warren Buffett. Justin Sun, the founder of a cryptocurrency platform called Tron, said Tuesday that he won a charity auction to lunch with Buffett with his $4.57 million bid. The proceeds from the auction will go to Glide Foundation, which works to alleviate poverty in San Francisco. -InkStoneNews, June 4, 2019

 

Air travelers left $960,105 behind at security checkpoints last year. That’s a record and a 10% increase from the year before. -CNBC, May 31, 2019

 

“The future ain’t what it used to be.” 
-Yogi Berra 

 

 

 

 

 

In The News

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

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