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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. “You can always count on Americans to do the right thing - after they've tried everything else.”-Winston Churchill


  1. The missiles that comprise the land component of America’s nuclear triad are scattered across thousands of square miles of prairie and farmland, mainly in North Dakota, Montana, and Wyoming. About 150 of the roughly 400 Minuteman III intercontinental ballistic missiles are currently on alert, and it would take an ICBM about 25 minutes to reach Moscow.-The Atlantic, September 2023


  1. “The history of civilization is largely the history of weapons.”-George Orwell


  1. A Redfin survey found that return-to-office mandates are driving 10.1% of current home sales.-Business Insider, September 13, 2023


  1. The earth-shattering news over the previous weekend was that Taylor Swift traveled to Kansas City to cheer on her (rumored) boyfriend, Chiefs tight end Travis Kelce. I'm not sure why everyone is surprised to see Swift at a football stadium. She’s played in more football stadiums this year (17) than Kelce will this season (12 max).-Morning Brew, September 25, 2023


  1. While on a fishing trip in the Florida Keys with her family this summer, Tampa Mayor Jane Castor reeled in an unexpected catch: 70 pounds of cocaine, estimated to be worth more than $1 million.-USA Today, August 9, 2023


  1. “Everything is habit-forming, so make sure what you do is what you want to be doing.”-Wilt Chamberlain

In The News

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

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