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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. Charley Parkhurst, who was known as One-Eyed Charley, was a tobacco chewing, cussing, gambling California stagecoach driver who was found dead in bed on December 18, 1879. To the surprise of Charley’s friends, the person they found was not who they thought “he” was. Charley was a woman! She wore gloves in both summer and winter to hide her small hands and a patch over one eye to give her a tough-looking appearance. In 1868, she was a registered voter, making her the first woman to vote in California.-Legends of America


  1. A record 96% of the components in the all-encompassing Wilshire 5000 have seen positive returns in the past 12 months. 
    -CNBC, April 26, 2021
  2. Lee De Forest, the inventor of the radio tube, was tried for fraud by the U.S. District attorney in 1913. He was accused of tricking the public into buying stocks in his company, the Radio Telephone Company, by making absurd and deliberately misleading claims about the possibility of transmitting the human voice across the Atlantic Ocean.-M.I.T.


  1. On a daily basis, the average internet user spends 6 hours and 31 minutes on the internet and mobile phone users check their phones up to 63 times daily.-Techjury, March 18, 2021


  1. Last week, 15 people emerged from living in total isolation in a cave in France for 40 days as part of an experiment in “Deep Time.” Without smartphones and clocks, the participants were forced to simply be with themselves. When they finally emerged from the cave, they had no idea how much time had passed, with one participant estimating 23 days. Two-thirds of the participants said they wanted to stay underground and in isolation a little longer.-Yahoo, April 28, 2021


  1. New data from the U.S. census bureau shows that as of April 1, 2020, the U.S. population stood at 331.5 million people which represents a 7.4% increase between 2010 and 2020- the second slowest rate of expansion since the government began taking the census in 1790.-Axios Future, April 28, 2021


  1. “Checking luggage is like how I imagine childbirth to be. You do it, it sucks, it takes forever to come out, you forget, you do it again.”-Olivia Wilde

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