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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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Talking Points - Interesting tidbits & quotes from Keynote Speaker & finance & economics forecaster, Mark Zinder:

“Guard against the impostures of pretended patriotism.”
-George Washington

Apple's market cap is now greater than the value of every company in the Russell 2000 small cap index combined.-MarketWatch, May 20, 2023

A recent study found that almost everyone who took a financial literacy class forgot what they learned within 20 months, and that financial literacy has a “negligible” impact on their future behavior.-Planet Money, May 16, 2023

“Patriotism is supporting your country all the time, and your government when it deserves it.”
-Mark Twain

A new survey of Americans’ perception of the best long-term investment saw significant shifts. The percentage that saw real estate as the best long-term investment dropped from 45% to just 34%. The percentage who think that stocks and mutual funds were best, dropped from 24% to 18%. The biggest gain was in rocks. The percentage who said gold was the best investment increased from 15% to 26%.-Numlock News, May 15, 2023

“A good plan violently executed now is better than a perfect plan executed next week.”-George S. Patton

Snapchat influencer Caryn Marjorie made more than $71,000 in one week after releasing an AI version of herself, CarynAI, and charging fans $1 per minute for CarynAI to be their virtual girlfriend. As of last week, CarynAI had more than 1,000 “boyfriends” (aka paying subscribers).-Yahoo!finance, May 9, 2023