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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. Going back to 1950, when the S&P 500 was at an all-time high, there was a 74.10% chance the market was higher one year later.-Yahoo! July 13, 2021


  1. Immigrants make up roughly 18% of the U.S. workforce but they have won 39% of this country’s Nobel prizes in science. They make up over 40% of the STEM PhD graduates, 28% of our science and engineering faculty, and they have founded more than 50% of the billion-dollar startup companies in the United States. 
    -MarketPlace, July 13, 2021
  2. Since the 1990s, lumber has mostly traded between $200 to $400 per thousand board feet. Earlier this year, lumber peaked at $1,733.50 per thousand board feet, but on Monday, July 12, it traded at $719.90, down 0.6% for the year.-Bloomberg, July 12, 2021


  1. “It’s a sure sign of summer if the chair gets up when you do.”  -Walter Winchell


  1. Only 34% of goods and services have risen in price by more than 2% over the past year, and that percentage is falling rather than rising.Axios, July 15, 2021


  1. The pandemic has pushed global government debt to the highest level since WWII, surpassing the world’s annual economic output.-The Wall Street Journal, July 12, 2021


  1. “Experience is the name everyone gives to their mistakes.”-Oscar Wilde

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

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