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'Popeye the Sailor'

The Real 'Popeye the Sailor' was actually a hard-drinking bar brawler with a heart of gold!  Check out the story through the following link from

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!


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Did you know?

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

  1. In remarks at a dinner honoring numerous Nobel Prize winners, President John F. Kennedy said, “I think this is the most extraordinary collection of talent, of human knowledge, that has ever been gathered together at the White House, with the possible exception of when Thomas Jefferson dined alone.”-The American Presidency Project


  1. The S&P 500 has doubled to 5,000 since September 2017, when it was trading at 2,500. Besides the milestone, an additional cool fact about “five thousand” is that it contains no letter in the alphabet more than once.-Morning Brew, February 11, 2024


  1. Nvidia’s market cap is now over $200 billion higher than all the companies in the S&P 500 Energy sector…combined. Meanwhile, the total net income of the Energy sector is $147 billion vs $19 billion for, February 13, 2024. This is for informational purposes only and is not a recommendation to invest in Nvidia.


  1. "Government is not the solution to our problem; government is the problem."-Ronald Reagan 


  1. Super Bowl LVIII drew 123.7 million viewers- making it the most-watched program in television history.-ESPN, February 12, 2024


  1. The S&P 500 is up over 30% since the yield curve inverted back in October 2022.-@charliebilello


  1. “Far more money has been lost by investors preparing for corrections or trying to anticipate them than has been lost in corrections themselves.”-Peter Lynch


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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