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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. Calling “Presidents Day” a holiday doesn’t make it so. Yesware, an email analytics firm crunched the numbers on 23 million emails circulating through corporate inboxes over the course of one year. Their finding: Open and reply rates on Presidents Day exceeded other federal holidays, and even a typical workday.-Time, February 13, 2019 


  1. Niall Ferguson banged out a laundry list of the president’s shortcomings: He’s a serial adulterer with medical issues that he keeps hidden from the press. He hired a close relative to work in his administration. He’s got a back-channel to the Kremlin. He’s a disrupter who uses modern media to communicate directly to the public. And the prospect of a nuclear war under his leadership is more than a little unsettling. He was talking, or course, about President John F. Kennedy.-InvestingSecrets, January 16, 2019


  1. It costs about $81 billion annually to house and feed the nation’s 2.2 million incarcerated individuals.-FoxNews, December 6, 2019


  1. “Man’s capacity for justice makes democracy possible; but man’s inclination to injustice make democracy necessary.”-Reinhold Niebuhr


  1. Since 1990, the global mortality rate for children under 5 has fallen from 93 per 1,000 kids to just 39 per thousand- a reduction of 54%. The decrease has been driven largely by the $10 billion in donations from the Bill and Melinda Gates Foundation..-World Health Organization


  1. 50% of adults can’t remember the content of a 10-minute presentation mere seconds after it ends. A staggering 75% will have forgotten everything after 48 hours.-Hubspot .com


  1. My esteem in this country has gone up substantially. It is very nice now when people wave at me, they use all of their fingers.”       -President Jimmy Carter 

If these tidbits of information were of interest, see more from Mark through this link: Talking Points



In The News

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

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