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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?


  1. In 2019, Apple sold more watches (30.7 million) than the entire Swiss watch industry (21.1 million).-CNBC, February 6, 2020
  2. On January 30th, Amazon’s stock rose 12% in a matter of minutes, and that increase added $110 billion to the market value of the company. By comparison, UPS’s entire market cap is $93 billion.-Bloomberg, January 30, 2020
  3. Every female secretary of state in U.S. history- Madeleine Albright, Condoleezza Rice, and Hillary Clinton- was at one time a Girl
  4. In December of 2019, the United States exported $17.1 billion in petroleum- the highest on record.-Reuters, February 5, 2020
  5. NFL football accounted for 47 of the 50 most-watched shows on TV last year.-AXIOS, January 31, 2020
  6. In 2020, 68.2 million Americans — or 26.77% of the adult population — plan to buy a Valentine’s Day gift for more than one romantic, February 5, 2020
  7. "A great definition of love: A temporary insanity curable by marriage."
    -Ambrose Bierce






In The News

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

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