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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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Did you know?

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



If it meant never to have to send another penny to the IRS, 27% would get the letters “IRS” tattooed on their body, while 8% would name their first-born child “Taxes”.-WalletHub, May 12, 2019

There are currently over 600,000 podcasts in the Apple podcast library and the median audience for a podcast is only 130 people. -Businessweek, February 22, 2019

“Wise men speak because they have something to say; fools because they have to say something.”-Plato

Billionaire Warren Buffett, a major Apple investor, uses a $20 flip phone, one that he has had for a while, joking that Alexander Graham Bell loaned it to him and he forget to return it.-CNBC, March 28, 2019

“The wages of sin are death, but by the time taxes are taken out, it’s just sort of a tired feeling.” -Paula Poundstone

Over the 2017 holiday season, a Texas-based insurance company investigated the germiest airport spots, performing 18 tests across six different surfaces from three major U.S. airports looking to identify the average number of bacteria per square inch. It might surprise you to learn that self-check-in kiosks had the highest number with Atlanta Hartsfield coming in at 1 million CFU. To put that into perspective, an average airport toilet seat contains 172 CFU.-Curiosity, June 21, 2018

“You can’t be for big government, big taxes, and big bureaucracy and still be for the little guy."-Ronald Regan 






In The News

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

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