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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:


  1. Over the 20-year period ending December 31, 2021, the S&P 500 returned an annualized 9.52%. Remove the 10 best days from that period, and the return drops to 5.33%. Over that period, seven of the market’s best days occurred two weeks after one of the 10 worst days.-CNBC, August 1, 2022


  1. The backlog of vessels waiting outside Los Angeles has fallen from a record high of 109 to 20 and the port moved 876,611 twenty-foot equivalent units in June in its best record in over 100 years.-Hellenic Shipping News, July 25, 2022


  1. Players have collectively spent more than 25 billion hours (2.85 million years) playing “Call of Duty.” Longer than the course of human existence.-GGRECON, July 12, 2022


  1. “Save your money in peacetime so you can buy more during war.”-Warren Buffett


  1. A new study found that at age 26 fully 30% of Americans live in the same census tract they lived in when they were 16, and given how small most census tracts are, that means pretty much the same neighborhood of 1,200 to 8,000 people. Expanding out just a bit more, 58% of 26-year-old Americans live within 10 miles of where they were when they were 16, and 80% live within 100 miles.-U.S. Census, July 25, 2022


  1. The pandemic led to a surge in both online shopping and fake reviews- according to one estimate, during the 2020 holiday shopping season, about 42% of the reviews on Amazon were fake.-Axios, July 22, 2022


  1. “Everyone is entitled to their own opinions, but they are not entitled to their own facts.”-Daniel Patrick Moynihan 1927-2003

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