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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:

Novo Nordisk’s development of Semaglutide, the key ingredient in diabetes and obesity drugs Ozempic and Wegovy, has made it Europe’s most valuable company. Its market capitalization of more than $570 billion is bigger than the annual economic output of its home country, Denmark.-Bloomberg, May 1, 2024

A single half-inch uranium pellet produces roughly the same amount of energy as 149 gallons of oil, 17,000 cubic feet of natural gas, or 1 ton of coal.-NEI.org

“Technology is anything that was invented after you were born; everything else is just stuff-Alan Key

According to IMF projections, the U.S. will account for 26.3% of global GDP in 2024, the highest level in almost two decades.-The Wall Street Journal, April 25, 2024

“Were it left to me to decide whether we should have a government without newspapers or newspapers without government, I should not hesitate a moment to prefer the latter.”
-Thomas Jefferson

New York City boasts nearly 350,000 millionaires, the highest number worldwide. This wealth concentration means roughly one in every 24 New Yorkers possesses a net worth of at least one million dollars.-Yahoo!finance, May 8, 2024

“Idealism is fine. But, as one approaches reality, the costs become prohibitive.”-William F. Buckley

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