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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:

 

  1. A decade ago, the S&P 500 was less than half of what it is today. Of the 10 most valuable companies in the world, only three of them—Apple, Microsoft, and Google—were in tech. Today, the situation is reversed; only three of the 10 most valuable companies in the world aren’t tech companies.-The Wall Street Journal, May 16, 2024

 

  1. In 2023, America’s millionaire population grew by roughly 500,000, or 7.3%, to 7.43 million people. The number of Americans worth $30 million or more grew 7.5% to 90,700 while their fortunes surged to $7.4 trillion.-CNBC, June 7, 2024

 

  1. “If at first you don’t succeed, then skydiving definitely isn’t for you.”-Steven Wright

 

  1. The U.S. office sector set a record 20.1% vacancy rate in the second quarter of this year, eclipsing 20% for the first time in history.-Morningstar July 8, 2024

 

  1. An entirely underwater 10,000-square-foot lot in the San Francisco Bay area is on the market for $400,000. Not realizing it was underwater, it was first purchased in March of 2023, sight unseen, for about $300,000 below asking.  It has been on the market for over 300 days.-SFGate, May 26, 2024

 

  1. “Man was made at the end of the week’s work when God was tired.”
    -Mark Twain 

 

  1. A school board in Florida has banned from school libraries a book about school boards banning books from school libraries. The 2017 novel is about a fourth-grader who sets up a secret library of banned books. The book includes no sexual content, but as one board member said, “The title itself and the theme challenges our authority.”-The Guardian, June 11, 2024

 

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

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