Professional Wealth Stategies - Home

"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!

Learn More About Us

Watch on YouTube

Did you know?

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

In the 14 quarters since the brief 2020 recession ended, U.S. GDP has soared by $8 trillion, or 40%. By contrast, in the 14 quarters after the 2009 recession ended, GDP rose by a relatively measly $2 trillion, or 14%.-Axios, April 14, 2024

A recent survey by Tech.com of 1,000 US-based business leaders found that companies with experience using AI were more than twice as likely to be open to a four-day workweek than those who didn’t.-CNBC, April 7, 2024

Nearly three decades ago, the day OJ Simpson’s verdict was announced, AT&T experienced a few of the strangest minutes in its history. For five minutes during the decision, long-distance calls fell 58% below normal.-Axios AM, April 12, 2024

The S&P 500’s dividend yield has moved down to 1.35%, the lowest since Q4 2021. The all-time low was 1.12% in Q1 2000.-The Week in Charts, April 9, 2024

One in seven health dollars is now spent on diabetes treatment, amounting to $800 million every day.-The Atlantic, April 15, 2024

Americans spent more than $100 billion on lotteries in 45 states and the District of Columbia last year—a haul that, combined, would make U.S. lotteries the country’s ninth-most profitable company.-The Economist, April 2, 2024

“Say it with roses, and say it with mink- but never, ever, say it in ink.”
-Jimmy Durante

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