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

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

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

"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

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