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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. According to the Congressional Budget Office, the uptick in growth we have experienced in the first five quarters of the Trump presidency, “has already added $1.3 trillion to the 10-year federal revenue projection.”-The Week, August 10, 2018


  1. On average, mass marketing email “open rates” are only 20% while text messages are read 98% of the time and 95% are read within 3 minutes of receiving them with most being read within 5, February 26, 2018


  1. China’s total debt now exceeds 250% of its GDP.-New York Times, March 13, 2018


  1. Over the past year, thru July, U.S. manufacturing added 327,000 jobs, the most of any 12-month period since April 1995, and, in 2017, produced about $6 trillion in gross output.-CNBC, August 3, 2018


  1. “The world is not dangerous because of those who do harm. It’s dangerous because of those who watch and do nothing.” -Albert Einstein


  1. A NASA spacecraft is embarking on a journey toward the Sun where it will try to solve some solar scientific mysteries. It will get within 4 million miles of the star where temperatures reach 3 million degrees Fahrenheit. But don’t worry, it’s a dry heat! -FiveThirtyEight, August 9, 2018


  1. Men under age 25 are more at risk of getting into a car accident than women the same age, which often makes their insurance premiums higher, so a Canadian man got a doctor’s note legally changing his gender to female solely to lower his car insurance by $846 a year. -New York Post, 7/30/2018 


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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