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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. In 2018, American returned 10% of purchases, or $369 billion worth of undesired items. In December, on average, consumers returned over 1 million packages per day. Roughly 10% of the merchandise ends up back on the shelves, while the rest is sold to discount stores, recyclers, given to charity, or in the worst case, landfills and incinerators.-LATimes, November 13, 2019
  2. For the first time, Gen Z is set to surpass the Silent Generation in voter share.-Axios, January 30, 2019
  3. In 2019, American’s credit card interest alone is expected to top $122 billion.-Axios, May 16, 2019
  4. “Diversity is the art of thinking independently together.”
    -Malcom Forbes
  5. More than 80% of American jobs are now predominantly sedentary, a near doubling since 1950.-The Atlantic, December 2019
  6. U.S. power plants are expected to consume less coal in 2020 than they have in any year since 1978. Coal demand has declined 27% since 2016 alone.-CNN, October 20, 2019
  7. A pricing analysis by retail analytics firm Profitero, which examined online prices for 21,000 products, found sites including Walmart and Amazon have held prices steady for many popular holiday products despite the pressure from tariffs on Chinese imports.
    -Reuters, November 29, 2019 






In The News

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

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