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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. By the end of 2018, there were 53 firms in the S&P 500 that increased their dividends to stockholders every year for at least 25 years. These so-called Dividend Aristocrats have an average annual return of 18.3% over the past 10 years, compared with 17.1% for the S&P 500.-Kiplinger’s, April 4, 2019


  1. Dollar General has generated one of the top performance records in retail. In 2018, the company reported its 29th straight year of same-store sales growth. That’s a streak no other major U.S. retailer can match.-Fortune, May 22, 2019
  2. “Isn’t it funny how day by day nothing changes, but when you look back, everything is different.” -C.S. Lewis


  1. A new proposal would require drug makers to include the price of prescription drugs in television advertisements if the costs exceeds $35 a month. The ten most advertised drugs have list prices ranging from $488 to $16,938 per month., May 9, 2019
  2. As of 2018, Amazon had a total of 562 million products for sale.-ScrapeHero, April 2019


  1. It is tough to rank who is most adversely affected by robocalls; hospitals have a pretty good claim at number one. Doctors, administrators, and staff are bound to field telephone calls, and in settings when life and death matters are decided in seconds, distractions from spam and robocalls can have serious consequences. Tufts Medical Center registered over 4,500 calls in a two-hour period in late April.-Outside the Beltway, June 18, 2019


  1. The owners of a full-scale replica of Noah’s Ark in Kentucky are suing their insurance company. The owners claim they suffered “tortious injury” when the insurers failed to adequately compensate them for the damage caused by recent “heavy rains.”
    -CNN, May 25, 2019 





In The News

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

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