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"I have worked with John and PWSAZ for nineteen years. He and his staff are the quintessential professionals who have managed my assets wisely and well. It was most fortunate to become associated with PWSAZ, and I am grateful." Arlene Bathgate

This statement was provided on March 5, 2024 by Arlene Bathgate who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.

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!

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Talking Points* - Interesting tidbits & quotes from Keynote Speaker & finance & economics forecaster, Mark Zinder:

Since the late 1990s, the number of US publicly traded companies has plunged from just over eight thousand to about 4.6K in 2022. So where have the missing companies gone? A 2023 paper suggests a fairly straightforward answer: the Magnificent Seven ate them. Or at least a lot of them. Data shows that Google, Microsoft, Apple, Meta, Amazon, and Nvidia have together acquired an eye-watering 875 companies.-Sherwood, April 28, 2024

Antarctica is home to 138 volcanoes, although only two are active. Mount Erebus, one of the two and the planet’s southernmost active volcano, spews about 80 grams of gold dust into the air every day.-Yahoo!news, April 16, 2024

New data by the CDC outlined another drop in US births. The total fertility rate fell from 1.66 births per woman in 2022 to 1.62 last year, the lowest rate recorded since tracking began in the 1930s.-The Wall Street Journal, April 25, 2024

“Checking luggage is like how I imagine childbirth to be. You do it, it sucks, it takes forever to come out, you forget, you do it again.”-Olivia Wilde

There are now 550 cities across the US where the typical home costs $1 million or more.-The Hill, April 14, 2024

Just 46% of people expect to be working past age 62, a record low, while 31% think they’ll be working past age 67.-CNBC, April 17, 2024

“My Mom said she learned how to swim when someone took her out in the lake and threw her off the boat. I said, ‘Mom, they weren’t trying to teach you how to swim!’”-Paula Poundstone

*Talking points are for informational purposes only and are not investment recommendations.