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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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Did you know?

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


  1. In 1995, UnitedHealth Group ranked 303rd on Fortune’s list of America’s largest companies. Propelled by a string of acquisitions, it climbed to 40th in 2005, sixth in 2016, and fifth in 2023. Its revenue in 2023 was $271.6 billion, putting it behind Apple and ahead of Alphabet and Microsoft.-The Washington Post, April 30, 2024


  1. Research has shown that you can fit about 10 people into a square meter, crowded elevator-style. Los Angeles is about 1.2 billion square meters, which means you could easily fit the world’s population of 7.8 billion people inside the city of LA.-Interesting Facts, May 6, 2024


  1. Of the top 100 college athletes ranked by name-and-image licensing deals, 52 are women. LSU gymnast Olivia Dunn is the highest-paid woman, with $3.7 million in annual deals. Iowa’s Caitlin Clark’s deals with brands such as Gatorade, State Farm, and Nike total $3.1 million.-Business Insider, May 2, 2024


  1. “Both optimists and pessimists contribute to society. The optimist invents the airplane, the pessimist the parachute.”-George Bernard Shaw


  1. Beginning in 2014, NFL players have worn a computer chip in their shoulder pads. Ten times every second, the chip records the player's location, direction, velocity, and acceleration. Since 2017, a similar chip has been in the ball, and all of the data have been made available to all of the teams since 2018.-Yahoo!sports, April 22, 2024


  1. In 2022, the world’s airline companies mishandled an average of 7.6 pieces of baggage per 1,000 passengers. However, perfection is indeed possible, as seen by Japan’s Kansai Airport, which has not lost a single item of baggage in 30 years since it opened in September 1994.-Newsweek, May 2, 2024


  1. “Just because they say it is impossible doesn’t mean you can’t do it.”-Roger Banister

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

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