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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. Tech giants Apple, Amazon, Facebook, Microsoft, Tesla, and Nvidia have the same market capitalization as the U.K., German, French, Italian, Russian, and Polish stock indexes…combined.-MarketWatch, May 27, 2021


  1. Amidst a global pandemic, economic uncertainties, and market volatility, a new generation of investors was born: 15% of all current U.S. stock market investors say they first began investing in 2020.
    -Business Wire, April 8, 2021
  2. Five high-profile electric vehicle startups that went public through mergers with SPACs have lost $40 billion in value. At their peaks, Nikola, Fisker, Lordstown, Canoo, and Ar-rival were worth a combined $60 billion.-Bloomberg, May 14, 2021


  1. “I’ve never put much store in honesty. I mean, how can you trust a word whose first letter you don’t even pronounce?”-Lorrie Moore


  1. Only 64% of Americans were actually able to explain what “Best If Used By” labels on food meant, and only 44.8% were able to describe the “Use By” label.-Fooddive, May 10, 2021


  1. QAnon may be a cult, but it is as big as the combined membership of the  Methodist, Presbyterian, and Lutheran churches.-Yahoo, May 28, 2021


  1. “Mother Nature, in her infinite wisdom, has instilled within each of us a powerful biological instinct to reproduce; this is her way of assuring that the human race, come what may, will never have any disposable income.” -Dave Barry 

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

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