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Welcome to Professional Wealth Strategies, Tucson's premier 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 always 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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Did you know?

Some interesting tidbits and facts shared by Mark Zinder, keynote speaker, economic forecaster, writer, and consultant...


  1. Girl Scout Cookies are an $800 million business which is more than the $675 million in Oreo sales in 2017 and more than Chips Ahoy and Milano Cookies combined.-World Economic Forum, May 1, 2018


  1. Because of the massive oil boom in West Texas, hotel prices in the Midland-Odessa fracking area rival New York City prices, and barbers can clear between $130,000 to $180,000 per year.-Wall Street Journal, March 1, 2019


  1. Since the market lows in 2009, the S&P 500 has climbed by 306% in price, or 15.2% annualized, while including dividends, the index has generated a total return of 401% (17.5% annualized), ranking in the 94th percentile of 10-year annualized returns since 1880.-Zerohedge, March 9, 2019


  1. “It is the people who scream the loudest about America and freedom who seem to be the most intolerant for a differing point of view.”-Rosanne Cash


  1. There are 118 elements on the periodic table and an iPhone contains about 75 of them.-Gizmodo, March 6, 2019


  1. A recent study found no relationship between college selectivity and future salaries.-The Atlantic, December 11, 2018


  1. “If it were not for the reporters, I would tell you the truth.”       -President Chester Arthur 




In The News

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

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