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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. American taxpayers have spent $6.4 trillion on costs related to and caused by post-9/11 wars and conflicts. -Axios, November 20, 2019
  2. At the end of 2019, private equity firms- which also includes venture capital, had a total of $1.45 trillion sitting in cash.-Dailyalts, January 7, 2020
  3. In the United States today, there are roughly 76,000 electric vehicle charging stations, compared with 168,000 stations that serve gas.-MarketPlace, January 9, 2020
  4. The U.S. foreign trade gap narrowed by 8.2% in November of 2019 to the lowest deficit in three years. The deficit with China fell to $357 billion, down from $419 billion a year ago.
    -WSJ, January 17, 2020
  5. The estimates of the coming American job losses due to automation vary wildly, from 10% to 47%. However, technology could also create as many as 50 million new jobs by 2030.-Axios, December 8, 2020
  6. Baby boomers said they trusted the average American brand 63% of the time and tended not to trust it just 26% of the time. By comparison, Gen Z, those 18 to 22, trust the average American company just 38% of the time and 42% said they tend not to. The single-most trusted brand in America? The U.S. Postal Service.-Morning Consult, January 15, 2020
  7. “I’m sick of hearing how we celebrities are in some kind of bubble and we don’t understand real life. When I am out in public and people approach me, I’m always interested in what they have to say to my security detail.”
    -Pat Sajak 






In The News

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

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