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Wealth Stewardship for Business Owners & High-Net-Worth Families

Global Investment Strategies co-ordinates estate, business, retirement, insurance, and charitable planning decisions with greater clarity.

Serving clients across Tucson, Oro Valley, Catalina Foothills, Marana, and nationwide since 2009.

What We Do

We help business owners and families understand the seven pillars of wealth stewardship so they can make important decisions with greater clarity and confidence.

Why Families and Business Owners Choose GIS

You Work With Partners, Not a Call Center

At GIS, clients are never treated as account numbers. We work closely with a select group of families and business owners to keep each conversation private, thoughtful, and focused on long-term stewardship.

Designed for Business Owners and Multi-Generational Families

We are intentionally not built for the mass market. Our firm is focused on business owners and multi-generational families seeking thoughtful co-ordination around wealth, legacy, and long-term decision-making.

Institutional-Level Strategy, Local Perspective

Since 2009, we've managed portfolios for corporations and families across the Southwest. Our expertise allows us to address strategies traditional advisors often overlooked.

Strategy Is Only Valuable If it's Implemented

We don't just produce reports. Our Listen & Learn process ensures every recommendation is executed effectively, turning strategy into real-world financial outcomes.

Strategy requires aN architect. Meet Doug McClure The stewardship perspective behind GIS

Hi, I'm Doug. As the CEO of GIS, I’m committed to bringing the best solutions for your business and financial planning. I’ve worked in financial services for many years, and I’ve assembled an expert team to serve you. We look at the complete financial picture, and we take a comprehensive approach to planning. We work to integrate the investment, retirement and estate planning together toward accomplishing your overall goals. My goal is to ensure financial security, improve business operations, protect and manage wealth, and provide a legacy for the future. My team and I are available for free consultation. Meet The Team

Doug McClure - CEO - Wealth Stewardship GIS

EXPERIENCE * EXPERTISE * TRUST

Advocates

See what our partners in the Tucson community have to say about the GIS experience.

From Complexity to a Clear Path Forward

"Doug performed an in-depth review of our holdings. I was impressed with the thoroughness. He took the technical complexity of our estate." John C. | Tucson Business Owner

Regaining Control Over a Fragmented Portfolio

"Doug helped me consolidate my various accounts and create a cohesive plan. For the first time, I have a newfound feeling of control and optimism over my finances." Stevie O. | Legacy-Minded Family Steward

Move from Complexity to Clearer Thinking

Important financial decisions deserve thoughtful review and experienced co-ordination. Request a private conversation to discuss your goals.

CUSTOMER CARE

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Global Investment Strategies provides educational planning concepts and does not provide legal or tax advice. All concepts should be reviewed with your qualified attorney, CPA, or tax professional

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