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6340 N Campbell Avenue, Suite 200, Tucson, AZ 85718

520.529.3644
john@pwsaz.com

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 * Home
 * HOME
 * MEET OUR TEAM 
   * Meet Our Wealth Managers
   * Meet Our Administrators
   * Our Mission
   * Our Broker/Dealer
   * CFN Research Team
   * CFN Retirement Team
 * WHO WE SERVE
 * VIDEOS / FINANCIAL MINUTES
 * PHOTOS
 * CONTACT US 
   * Contact Information
 * ACCOUNT ACCESS




PROFESSIONAL WEALTH STRATEGIES

Trusted.  Responsive.  Objective.  Prepared.  Forward-thinking.  Experienced.
We're committed to you and what's most important to you. 


PEOPLE CLIMBING A MOUNTAIN







WOMAN WITH BINOCULARS







WORK WITH A TEAM YOU CAN TRUST



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!

"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.


DID YOU KNOW?



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

 1. In August of 1896 the Dow Jones Industrial Average, less than three months
    old, hit the lowest level ever recorded: 28.48, down 30.5% in just 10
    weeks.-The Wall Street Journal, Markets AM, August 8, 2024
 2. “Investors remember three things: How much did they invest, what was it
    worth at the high-water mark, and what’s it worth today.”
    -Mark Zinder
 3. Jeremy Green Eche of Brooklyn, NY, buys and sells domain names for
    hypothetical presidential tickets. Last Tuesday, Aug 6th, he sold
    HarrisWalz.com for $15,000 to an anonymous buyer who was unconnected to
    either campaign.-NPR, August 7, 2024
 4. Abraham Lincoln created the Secret Service on the day he was
    assassinated.-Yahoo!News, November 15, 2023
 5. Recently the U.S. national debt surpassed $35 trillion for the first time in
    the nation’s history. It took 192 years, from 1789 to 1981, to accumulate
    the first trillion dollars of national debt.-National Review, July 29, 2024

 6.  At the end of the second quarter of this year, Warren Buffett’s Berkshire
    Hathaway held $234.6 billion in short-term Treasury bills which is more
    bills than the U.S. Federal Reserve owns.-CNBC, August 7, 2024

 7. “A very rich person should leave kids enough to do anything but not enough
    to do nothing.”
    -Warren Buffett




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


LEARN MORE ABOUT US


Watch on YouTube
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In The News

As seen in the local papers, Professional Wealth Strategies: A different type of
wealth advisor

Read More






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Market Updates



Market Thoughts (video)

Weekly Market Update (08/12/24)


Monthly Update (08/06/24)







SPEAK WITH A PROFESSIONAL



Let’s begin the conversation. Submit this form to schedule an initial
conversation. We’ll use what we learn to match you with the right financial
professional for your background and requirements.

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 * HOME

 * MEET OUR TEAM
   * Meet Our Wealth Managers
   * Meet Our Administrators
   * Our Mission
   * Our Broker/Dealer
   * CFN Research Team
   * CFN Retirement Team

 * WHO WE SERVE

 * VIDEOS / FINANCIAL MINUTES

 * PHOTOS

 * CONTACT US
   * Contact Information

 * ACCOUNT ACCESS

CONTACT

Office: 520.529.3644

Fax: 520.844.1493

6340 N Campbell Avenue

Suite 200

Tucson, AZ 85718

john@pwsaz.com

QUICK LINKS

 * Retirement
 * Investment
 * Estate
 * Money
 * Lifestyle
 * All Articles
 * All Videos
 * All Calculators

The content is developed from sources believed to be providing accurate
information. The information in this material is not intended as tax or legal
advice. Please consult legal or tax professionals for specific information
regarding your individual situation. Some of this material was developed and
produced by FMG Suite to provide information on a topic that may be of interest.
FMG Suite is not affiliated with the named representative, broker - dealer,
state - or SEC - registered investment advisory firm. The opinions expressed and
material provided are for general information, and should not be considered a
solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020
the California Consumer Privacy Act (CCPA) suggests the following link as an
extra measure to safeguard your data: Do not sell my personal information.

Copyright 2024 FMG Suite | Copyright 2024 Commonwealth Financial Network |
Copyright 2024 Professional Wealth Strategies



Professional Wealth Strategies  6340 N Campbell Ave Suite 200 Tucson, AZ 85718 |
P 520.529.3644 | F 520.844.1493



The Financial Advisor(s) associated with this website may discuss and/or
transact business only with residents of the states in which they are properly
registered or licensed. No offers may be made or accepted from any resident of
any other state. Please check BrokerCheck for a list of current registrations.

Securities and advisory services offered through Commonwealth Financial
Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance
products and services are separate from and not offered through Commonwealth
Financial Network®.

Information presented on this site is for informational purposes only and does
not intend to make an offer or solicitation for the sale or purchase of any
product or security.

Form CRS: Client Relationship Summary

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