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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:

U.S. household net worth increased $11.4 trillion in 2023, hitting a record high of $156.2 trillion. The full value of all stocks owned by Americans rose to $47.5 trillion, climbing by $7.8 trillion in 2023.-Markets Insider, March 8, 2024

In 2023, the U.S. produced the equivalent of 12.9 million barrels of crude oil and condensate per day, 28% more than the world’s previous top producer, Russia, and 33% more than even the oil-rich Kingdom of Saudi Arabia.-Chartr, March 17,2024

Amazon’s massive robotic workforce expansion now employs over 750,000 robots at its facilities across the globe.-Yahoo!finance, April 11, 2024

“Violence is the last refuge of the incompetent.”-Isaac Asimov

Cleopatra lived closer to the iPhone’s debut than she did to the building of the Pyramids of Giza.-Interesting Facts, April 22, 2024

A recent study published in the journal Science found that 45% of China's urban land was sinking faster than 3 millimeters per year, with 16% at more than 10 millimeters per year, driven not only by declining water tables but also the sheer weight of the buildings.-Reuters, April 18, 2024

The imperial system is a funny thing. So funny that there is actually a unit of measurement for wine casks called a “butt.” That means if you fill the barrel up, you technically have a buttload of wine.-GIZMODO, August 15, 2014

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