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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. The only stock in the Dow that rose during the first quarter was Microsoft — and it was up by only one penny.-MarketWatch, March 31, 2020


  1. In addition to nightly room rates that range from $800 to $2,000 the Swiss hotel Le Bijou, is launching a “COVID-19” service that includes a $500 coronavirus testing, a twice-daily nurse check-in for $1,800, and round-the-clock nursing care for $4,800.-CNBC, April 2, 2020
  2. American shale producers, which have helped the U.S. become a net energy exporter, need roughly $44 per barrel to break even.-The Week, March 14, 2020
  3. “When stocks drop, that is not the problem, that is the solution.” -Benjamin Graham


  1. Shares of Zoom technologies (ZOOM) went up 96.4% the week of March 2nd even though the company hasn’t reported any revenue since 2011. Investors confused the stock ticker symbol with Zoom Video (ZM), the conferencing service. ZOOM had also spiked 52% on the day of ZM’s IPO. -MarketWatch, March 27, 2020
  2. In Europe, from the mid 14th to the early 18th century, outbreaks of plague that varied in size, from local epidemics to continental pandemics, occurred roughly every five years. -The Wall Street Journal, March 19, 2020


  1. "If you put your 'two cents in,' but only get a 'penny for your thoughts,' you’re losing half your investment each time."
    -Steven Wright








In The News

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

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