Professional Wealth Stategies - Home

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.

Learn More About Us

Did you know?


  1. As the world grows more dependent on e-commerce, hiring in the U.S. has surged in the delivery and warehousing spaces, with 1,198,400 workers now employed in that area vs 629,200 in 2010.-The Wall Street Journal, February 7, 2020


  1. Users only spend about 17 minutes a month on LinkedIn compared with 35 minutes a day on Facebook.-The Wall Street Journal, January 15, 2020
  2. “Science gathers knowledge faster than society gathers wisdom.”-Isaac Asimov
  3. In 1980, there were roughly 11,500 publicly traded companies; today there are about 3,600.-Barron’s January 13, 2020


  1. China’s middle class has grown from 29 million people in 1999 to some 400 million today.-China Briefing, February 13, 2019


  1. The average U.S. household bottomed out at 2.52 people last year, the lowest household size in the history of the country. Germany has the lowest household size in the world at 1.99.-NumlockNews, February 11, 2020


  1. “True terror is to wake up one morning and discover that your high school class is running the country.”
     -Kurt Vonnegut 






In The News

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

Read More