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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. “Ginger Rogers did everything Fred Astaire did, except backwards and in high heels.”-Bob Thaves

 

  1. The S&P 500 has started the year positive in January and February 28 times since 1950. The benchmark average was then positive over the next 12 months in 26 of those instances. On average, when the first two months have been positive, the S&P 500 has delivered a return of 19.9% for the year.-Yahoo!finance, March 4, 2024

 

  1. As a rule, movies need to make at least 2.5 times their budget to run a profit. “Barbie" made back more than 14 times its $100 million budget. With the same budget, “Oppenheimer” made back more than nine times its investment.-Make Me Smart, March 8, 2024

 

  1. At age 46, Tom Brady beat his 40-yard dash time from the combined NFL scouting reports from 24 years ago. At 22, Brady ran 40 yards in 5.28 seconds. This year, Brady had two stopwatches on him as he ran; one had him at 5.18 seconds, and the other was at 5.12 seconds.-Yahoo!sports, March 1, 2024

 

  1. “If someone tells you who they are, you should believe them.”-Maya Angelou

 

  1. There are more barrels of whisky in Kentucky distilleries than there are residents in that state.-VinePair, December 19, 2023

 

  1. “I am a marvelous housekeeper. Every time I leave a man, I keep his house.”-Zsa Zsa Gabor

 

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

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