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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. There are now 1.2 million more job openings in the U.S. than there are unemployed Americans.-Associated Press, May 7, 2019


  1. In the three years since the musician Prince has passed away without a will (leaving behind roughly $200 million), the estate has blown through $45 million in administration costs alone.-Forbes, April 29, 2019


  1. In March of this year, Venezuela’s annual inflation rate fell to 1,620,000% from 2,300,000% in February.-Trading Economics


  1. "Sales isn’t something you do to someone. It’s something you do for someone."-Zig Ziglar


  1. There are more billionaires in New York City alone than there are in all of UK or France.-CBNC, May 9, 2019


  1. The recent valuation of the IPO for the company Beyond Meat, that makes meatless products from pea proteins, is worth more than all of the peas in America. The annual U.S. pea production runs about $450 million, about one-eighth of the value of Beyond Meat shares. -Barron’s, May 3, 2019


  1. “In heaven, all the interesting people are missing.”-Friedrich Nietzsche 







In The News

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

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