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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...

 

“You have to be very careful if you don’t know where you are going, because you might not get there.” -Yogi Berra

 

It takes most people about six months to recover financially after a vacation.-LearnVest.com, June 20, 2019
 

Thirty-four percent of Americans said they’ll spend between $1,000 and $4,999 on summer vacations this year.-CNBC, July 12, 2019

 

“It’s better to see something once than hear about it a thousand times.”
-Asian Proverb
 

Direct spending by resident and international travelers in the U.S. averaged $3.0 billion a day, $124.3 million an hour, $2.1 million a minute and $34,500 a second. The $1.1 trillion in traveler spending generated $2.5 trillion in economic output and supported a total of 15.7 million American jobs.-U.S. Travel Association

 

“Traveling – it leaves you speechless, then turns you into a storyteller.”-Ibn Battuta

 

 

“No man needs a vacation so much as the man who just had one.” 
-Elbert Hubbard 

 

 

 

 

 

In The News

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

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