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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:

In 2021, the top 1% of income earners in America made 26% of the country’s total income and paid 46% of total income taxes.
-Charlie Bilello

For all the complaints about American tax rates, the U.S. ranks 32nd out of 38 nations in revenue as a percentage of GDP. The U.S. is so much below the average ratio that if its ratio were simply average, it would bring in $26 trillion more over 10 years. -CAP20, March 27, 2023

“The earth laughs in flowers.”-Ralph Waldo Emerson

An estimated $58 million in loose change is left behind on airplanes each year.-Interesting Facts, April 14, 2023

The U.S. residential real estate market is worth a staggering $47.5 trillion.-Business Insider, February 28, 2024

Two revolutionary companies went public twenty years ago. Google, which has returned +6,080%, and Domino’s Pizza, which has returned +8,200%.-Charlie Bilello

What is the difference between a taxidermist and a tax collector? The taxidermist takes only your skin.-Mark Twain

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