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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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Did you know?


One of our dear clients, Bob Rinker, has stage 5 kidney failure.  He has recently made it onto the Mayo Clinic’s kidney donor list.  With his and his family’s agreement, we are sharing his story from the

National Kidney Registry website: 


Feel free to pass Bob’s story on.  Our thoughts and prayers are with him.  We wish him well at his upcoming visit with his doctor to determine if in interim he’ll need to go on dialysis. 


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


  1. Analysis by the Peterson Institute suggests that eliminating tariffs on Chinese imports, which were imposed in 2018, would cut the CPI by 1.3 percentage points from the annual U.S. inflation rate.
    -Barron’s, September 7, 2022


  1. Conventional wisdom says you should aim to buy a house that costs three times your income. But a new study found that last quarter, home prices were 6.5 times what the typical first-time homebuyer makes.-MarketPlace, September 7, 2022


  1. Avis slapped an $8,000 ($6,200 US) surcharge on a Canadian woman, claiming she drove a rental car 22,369 miles in three days - nearly the circumference of the Earth. After an epic runaround, Avis later corrected their mistake and also apologized.-Yahoo, August 29, 2022


  1. You now must be at least 21 years old to buy canned whipped cream in New York.-Insider, September 1, 2022


  1. More than 70 Chinese cities have been placed under full or partial Covid lockdowns since late August, impacting more than 300 million people, as local authorities rush to stamp out infections at all costs.-CNN, September 5, 2022


  1. More rats have been spotted in New York City in 2022 than at any point in the last decade. Many blame outdoor dining for the surging rat population, saying the sidewalk offers free food which worsens the problem.-New York Daily News, August 3, 2022


  1. “In addition to doing pest control, I’m also an ordained minister. I have a doctorate in theology, so I pray for God’s creatures on Sunday and kill them on Monday, and this has created a dilemma for myself.”-Joel Grassi, partner at BHB Pest Elimination

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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