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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?

Some interesting tidbits and facts shared by Mark Zinder, keynote speaker, economic forecaster, writer, and consultant...


  1. Since 1928, the stock market has had only five negative years following a 25% annual return.-CNBC, November 18, 2019
  2. “Far more money has been lost by investors preparing for corrections, or trying to anticipate corrections, than has been lost in corrections themselves.”-Peter Lynch
  3. Charles Dickens, being in debt “up to his eyeballs” wrote A Christmas Carol in just six weeks. -The New York Post, December 9, 2017
  4. Only 40.5% of U.S. residents report spending less than their income.
  5. Prices for battery packs used for electric vehicles are down 87% over the last decade from $11,000 in 2010 to just over $1,500 today.-MarketPlace, December 3, 2019
  6. “Advice is what we ask for when we already know the answer but wish we didn’t.”-Erica Jong
  7. In a study from 2016, 19% of Millennials said they’d rather text with their boss over the weekend than go holiday shopping. A fifth of Baby Boomers would rather go to the dentist.
    -Business Wire, October 26, 2016 






In The News

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

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