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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...

 

What are the likely outcomes in the midterm elections? Political commentator, friend, and ex-CNBC anchor, Bob Sellers shares his views on "What's Next in Washington."

 

The Small Business Optimism Index jumped to 108.8 in August, the highest level ever recorded in the survey’s 45-year history and above the previous record of 108 set in 1983, during the second year of Ronald Reagan’s presidency. -CNBC, September11, 2018

Median household income reached a record $61,372 in 2017.-New York Times, September 12, 2018

The United States may have pulled out of the Paris climate agreement but that doesn’t mean that government and business leaders aren’t still trying to meet the agreement’s emission targets by its 2025 deadline. The U.S. originally promised to cut its carbon emissions by more than a quarter from 2005 levels and is currently on track to cut them by 17%, and could hit 24% by the deadline. -MarketPlace, September 12, 2018 

“When you change the way you look at things, the things you look at change.” -Dr. Wayne Dyer

The selloff in the Shanghai stock market has wiped off nearly $2.7 trillion of its value since its January high. Today, the Chinese stock market is now worth only five Apples.-Bloomberg News, September 12, 2018

Jeff Bezos’ personal net worth of $157 billion is now enough to buy all of Amazon’s inventory ($14.8 billion), plus that of Boeing ($61.3 billion), Walmart (($42 billion), and Apple ($6 billion).-Quartz, August 24, 2018

“Give a man a fish and he will eat for a day, Teach a man to fish and he will eat for a lifetime. Teach a man to create an artificial shortage of fish and he will eat steak forever!”  -Jay Leno 

 

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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