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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...

 

“In our age there is no such thing as 'keeping out of politics.' All issues are political issues, and politics itself is a mass of lies, evasions, folly, hatred and schizophrenia.”-George Orwell, 1946

There is nothing in the business situation to warrant destruction of values that has taken place on the stock exchange during the past week.” -John D. Rockefeller, October 30, 192

JP Morgan's quant guru, Marko Kolanovic, attributed the first leg down in October to roughly $150 billion of technical selling — the kind triggered by quantitative models that get stretched out of their comfort zones.-Business Insider, October 30, 2018

A new poll found 47% of Americans reported believing in ghosts and 15% reported seeing a ghost at one point or another.-The Economist, October 31, 2018

In the United States, every single generation consumes more benefits than they contribute in taxes, with one exception: first generation immigrants who contributed $963 more than they received.-Bloomberg, October 30, 2018

From 2017 to 2018, the annual cost of a private room in a nursing home grew by 6.67% cracking the six-figure mark. The national median cost for a room in a nursing facility is now $100,375 annually.-CNBC, October 20, 2018

“The secret of staying young is to live honestly, eat slowly, and lie about your age.”        -Lucille Ball 

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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