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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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Last year we shared that one of our dear clients, Bob Rinker, had stage 5 kidney failure. 

We are happy to share that he had a successful kidney transplant February 2023

and is on the road to recovery! 

Thank you to all our clients who sent positive thoughts and healing prayers to Bob and his family. 

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


  1. U.S. banks borrowed over $150 billion from the Fed’s discount window during the week ending March 15th, blowing past the previous record of $112 billion during the 2008 financial crisis.-The Washington Post, March 17, 2023


  1. Some 30 million jobs in the U.S. are paying an average of $55,000 a year and don’t require a college degree.-NPR, February 14, 2023


  1.  Sales of luxury homes- defined as those estimated to be in the top 5% in market value, dropped 44.6% year over year.-BusinessWire, March 10, 2023


  1. “A luxury, once enjoyed, becomes a necessity.”-C. Northcote Parkinson


  1.  U.S. companies reshored 364,000 jobs from overseas last year.
    -The Wall Street Journal, March 23, 2023


  1.  “Baseball is the only sport I know where the defense controls the ball.” -Ken Harrelson, Sports Illustrated, September 1976


  1. An Illinois man has filed a class-action lawsuit against Buffalo Wild Wings because its so-called “Boneless Wings” are breast meat, not wings. Airmen Halim’s suit seeks punitive damages for what he calls a “clear-cut case of false advertising.” The restaurant chain mocked Halim’s complaint, noting in a tweet that “our buffalo wings are 0% buffalo.”-NPR, March 15, 2023

In The News

As seen in the local papers, Professional Wealth Strategies: A different type of wealth advisor

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What Is A Chartered Financial Consultant (ChFC)?

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