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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...



  1. From 1980 to 2017, in the three years after their listing, IPO’s under-performed the broader markets by 19%., May 20, 2019


  1. High school sports participation dropped last year for the first time in 30 years. -USA Today, August 26, 2019
  2. Retail sales in the plant-based food category rose 11% in the past year to $4.5 billion, which was considerably faster growth than the 2% seen in the food sector overall. Dairy alternatives grew faster than animal-based milk, with the newcomers now encompassing 13% of the total milk market.-Bloomberg, July 16 2019
  3. “The pubic, more often than not, will forgive mistakes, but it will not forgive trying to wiggle and weasel out of one.” -Lewis Grizzard
  4. Solar power generation jumped from 28.9 million megawatt hours in 2014 to 96.1 in 2018. Meanwhile, from 2013 to 2018, the total acreage used for the generation of solar power rose from 53,390 to 257,910. -The Wall Street Journal, September 23, 2019


  1. The US throws away at least 3,500 donated kidneys every year even though 93,000 people are waiting to receive one.-CNN, August 26, 2019


  1. “In politics, the short term is crystal clear and the long term is murky; in the stock market, the short term is murky, but the long term is crystal clear.” 
    -David Gergen 






In The News

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

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