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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. Football is America’s most popular sport and arguably our most popular form of entertainment. Last year, 43 of the top 50 most-watched TV broadcasts were football games.-Axios, September 9, 2020


  1. In the United States, blood plasma sales make up 1.6% of all goods exported, more than America earns from the sale of airplanes. -"The Body" by Bill Bryson
  2. In 2018, the average American household spent $5,102 every month or $61,244 annually- an increase of 1.9% from the previous year.-The Motley Fool, January 21, 2020
  3. “Although the world is full of suffering, it is also full of overcoming it.” -Helen Keller 


  1. The U.S. imprisonment rate is at its lowest level in more than two decades, with the greatest decline coming from black Americans, whose imprisonment rate decreased 34% since 2006.-Pew Research Center, May 6, 2020


  1. Last year there were 860,000 births in Japan, the first time the level dipped below 900,000 since tracking began. Japan is projected to see births drop by 10% in 2021.-Nikkei Asian Review, August 23, 2020


  1. “Always do sober what you said you’d do drunk. That will teach you to keep your mouth shut.” 
    -Ernest Hemingway

In The News

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

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