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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. Recent estimates show that Bill Gates owns around 270,000 acres of farmland in the United States or roughly 1 out of every 4000 acres of all U.S. farmland., June 15, 2024


  1. About half of the population aged 65 or older live in households that receive at least 50% of their family income from Social Security benefits.-FAS, Dec 16, 2022


  1. “Wealth consists not in having great possessions, but in having few wants.”-Epictetus


  1. This year, solar panels will provide the world with about 6% of its electricity—which is almost three times as much electrical energy as America consumed in 1954.-The Economist, June 20, 2024


  1. Chipotle executed a 50-1 stock split last week, bringing its share price from roughly $3,200 to $63. The fast-food chain priced its shares at $22 when it debuted in 2006!-Yahoo!Finance, June 25, 2024


  1. The Rubik’s cube has 26 pieces that can be twisted into 43,252,003,274,856,000 possible positions, and every one of them can be solved in 20 moves or fewer.
    -Art of Problem Solving


  1. “Technically, according to science, alcohol IS a solution.”


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

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