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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. The Mayflower Society estimates that from the 102 passengers that traveled on the Mayflower, roughly 35 million people are descendants of the original passengers- 10 million of whom live in the United States.-BBC, August 2021


  1. Per a new analysis of census data from Glassdoor, Gen Z is expected to overtake baby boomers in the workforce by next year.-Glassdoor, November 15, 2023


  1. With an average age of 78, the Rolling Stones are hitting the road again in 2024 with a 16-city tour. It is being sponsored by AARP (seriously).-AARP, November 21, 2023


  1. “One of the delights known to age, and beyond the grasp of youth, is that of ‘Not Going.’”
    -J.B. Priestly


  1. Over the course of human history, around 200,000 tons of gold have been mined. Globally, the supply of recycled gold has increased by 10% per year, compared to the 3% growth from mining. About 280 grams of gold can be recovered from one ton of mobile phones. In terms of weight, that is 56 times as effective as gold mining.-NumlockNews, November 13, 2023


  1. Walmart’s physical footprint is unmatched, with enough floor space in stores in the United States alone to accommodate some 12,500 football fields.-Chartr, November 19, 2023


  1. “What I don’t like about office Christmas parties is looking for a job the next day.” 
    -Phyllis Diller

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