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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. From July of 2017 to July of this year, U.S. manufacturing added 327,000 jobs, the most of any 12-month period since April, August 3, 2018
  2. In 2017, 76% of the companies that became publicly listed were unprofitable in the year before their Initial Public Offering. That’s lower than the 81% recorded in 2000, but still far higher than the forty-year average of 38%.-CNBC, August 29, 2018
  3. Both Amazon and Apple have a market cap of roughly $1 trillion, but over the past 21 years, Amazon’s profits have totaled less than $9.6 billion while Apple’s profits have been about $327 billion. Put differently, Apple, in just three months, took home more money than Amazon has managed to do over the last 21 years, May 14, 2018
  4. “If you are the smartest person in the room, you’re in the wrong room."  -Anonymous
  5. “For most of history, ‘Anonymous’ was a woman.” -Virginia Woolf
  6. Cosmetic surgery jumped 11% in 2017, with patients spending more than $6.5 billion last year. Some 229,000 cosmetic procedures were performed on patients between the ages of 13 to 19.-Financial Times, August 9, 2018
  7. “If you don’t read the newspaper you are uninformed, if you do read the newspaper you are most likely misinformed.” -Generally attributed to  Mark Twain 

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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