Professional Wealth Stategies - Home

* * * CLOSED FOR THE HOLIDAYS 12/20-12/31 * * *

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. With a diameter of 9 inches, a count of 7,680 calories, and a price of $45,  the 3.25 pound Reese’s solid peanut butter and chocolate Thanksgiving Pie sold out within hours of going on sale.-Business Insider, November 16, 2021


  1. The tight labor market and concern of Covid Risk have created a shortage of Santas, leaving many organizations that run holiday events scrambling to find bearded men in red suits. Working Santas are raising their rates as high as $200 an hour.
    -The Wall Street Journal, November 9, 2021
  2. “I am suspicious of all the things that the average people believe.” -H.L. Mencken


  1. Meetings now occupy more than half the workweek, with the average professional spending 21.5 hours a week on them. Before the pandemic, that number was just 14.2 hours a week.-Fortune, November 24, 2021


  1. Sales of pregnancy tests are up 13% year-over-year since June 2020. The average annual increase between 2016 and 2019 was 2%.-Poynter, November 11, 2021


  1. S&P 500 companies are on track to grow profits by 41.5% year over year. -Kiplinger, November 24, 2021


  1. The varsity football team at the California School of the Deaf was once considered an easy win for the opponents. Now, after seven straight losing seasons, the cubs are not only beating their opponents: They’re trouncing them.  On Friday, Nov 12th, in the second round of the playoffs, the Cubs beat the Desert Christian Knights, 84-12, a score that would have been even more lopsided had the Cubs not shown mercy by putting their second-string players in for the entire second half. The Cubs confound opponents with a rapid, efficient no-huddle offense, using hand signals between plays to turn what might be thought as a deficit into an advantage. -The New York Times, November 15, 2021

In The News

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