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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. This year, Social Security’s costs will exceed its income for the first time since 1982, forcing the program to dip into its nearly $3 trillion trust fund to cover benefits.

— The Wall Street Journal, June 5, 2018

  1. “There are only two American car companies that have never gone bankrupt: Ford and Tesla. And there is only one that has never opened fire on a crowd of civilians: Tesla."

Elon Musk

  1. Artificial Intelligence can detect skin cancer more accurately than experienced dermatologists. When pitted against the skills and experience of 58 dermatologists from 17 different countries, the machine came out on top identifying 95% of the melanomas vs. 87% for the doctors.

—, May 28, 2018

  1. By the time we reach 66, most of us have seen approximately two million television commercials and the average person can only name 2.2 of those they have seen.

— Buyology: Truth and Lies About Why We Buy

  1. Oak Ridge National Laboratory unveiled the fastest computer in the world. It takes up the size of two tennis courts and can do about 200 quadrillion (that’s 200 followed by 15 zeros) calculations per second.

Wired, June 8, 2018

  1. On average, in one corner of the world or another, a new infectious disease has emerged every year for the past 30 years. Researchers estimate that birds and mammals harbor anywhere from 631,000 to 827,000 unknown viruses that could potentially leap into humans.

— The Atlantic, July/August 2018

  1. Over the course of three years, outdoor enthusiast, Dylan McWilliams, was bitten by a shark, attacked by a bear, and bitten by a rattlesnake. The odds of that happening are 893 quadrillion to one.

— National Geographic, April 24, 2018


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



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