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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. Even in the face of the pandemic, financially, most Americans are doing surprisingly well. Americans' disposable income was $15.7 trillion per year in September, up significantly from its pre-crisis level. Average earnings are $29.50 per hour, up from $28.69 in March, and with credit card balances plunging Americans have managed to save 14.3% of their income in September, roughly twice the pre-crisis savings rate.-Axios, November 21, 2020


  1. While humans are shunning flights amid the pandemic, animals are becoming the airline industry’s most reliable frequent fliers. For example, Qatar Airways transports roughly 10 horses and 500 farm animals every day. However, animals can be tricky customers. A planned trip to Johannesburg had to be canceled after some young giraffes grew too tall for their 10-foot-high crates.-The Week, November 20, 2020
  2. Voters who back a losing presidential candidate can experience as much as a 30% temporary reduction in all-around life satisfaction following the election. That’s a larger drop in happiness than Boston residents experienced following the Boston Marathon bombing.-The Atlantic, November 5, 2020


  1. “Depression is merely anger without enthusiasm.”-Steven Wright


  1. In a typical year, 3.6 million eviction cases are filed. However, if present conditions persist and there is not a new round of federal relief, as many as 40 million people could be at risk of eviction in the coming months. -Reuters, October 31, 2020


  1. Since May, because of either the pandemic or a desire to save money, the publication International Living stated it has seen a 1,600% increase in search traffic around the phrase “Move out of the U.S.”-ThinkAdvisor, October 8, 2020


  1. “Football combines two of the worst things in American life. Violence punctuated by committee meetings.” 
    -George Will

In The News

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

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