YOUR TAX-FREE RETIREMENT STARTS HERE
At Hosler Wealth Management, we provide a full range of personalized financial planning, estate planning strategies, wealth management and tax services — with a distinct purpose. From our locations in Scottsdale and Prescott, Arizona, we strategically guide our clients toward a tax-free retirement. Yes, tax free.
Private Wealth & Tax Reduction Strategies: How We Help You Prosper
We offer much more than a traditional retirement plan or investment strategy. As a primarily fee-based wealth management firm in Scottsdale and Prescott, Arizona, we develop integrated plans with a close-knit team of financial, estate, investment and tax professionals led by Bruce Hosler, EA, CFP®, CPWA®, AIF®, CEPA® — an experienced Advisor and tax specialist who passionately believes that anyone can benefit from tax advantaged investment vehicles and strategies. High-income earners, whether looking at or nearing retirement, often seek out our multi-disciplinary approach as they work toward a tax-free retirement.
We dig deep to create a financial plan that is completely customized to your needs and goals. From retirement income planning, estate planning, and insurance with LIRP plans, we have you covered.
As a primarily fee-based firm, we have your best interests at heart, yet we also have access to strategies and tools to help you move to “tax free.” Explore our investment management services, investment vehicles and income ladders.
Recognized by Forbes as a Best-In-State Wealth Advisor in Arizona
Awards and Recognition
2023 | 2022 | 2021
2020 | 2019 | 2018
“Congratulations to Bruce Hosler on this well-earned recognition by Forbes. Bruce Hosler is committed to providing expert guidance and essential support to his clients, and we are proud to provide Hosler Wealth Management with the business solutions they need to power their practice.”
– Wayne Bloom, CEO of Commonwealth Financial Network®
2018-2023 Forbes Best In State Wealth Advisors, created by SHOOK Research. Presented in April 2023 based on data gathered from June 2021 to June 2022. 22,243 were considered, 7,321 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.
Explore Resources to Protect & Preserve Wealth
We share our wealth of knowledge — about wealth. Tap into the HWM team’s comprehensive and creative guidance for affluent individuals and families seeking the comfort and security of knowing you have a plan to handle your financial future. Get access to financial articles, whitepapers, webinars and the much-anticipated Protecting & Preserving Wealth podcast.
A Foundational Financial Plan™ Designed for Tax-Free Retirement Income
Our signature Foundational Financial Plan™ helps set you on the right path toward a tax-free retirement — a comprehensive seven-part plan encompassing all aspects of your financial picture. Unlike other financial plans, this isn’t a one-and-done approach. Our customized plans and tax reduction strategies are updated annually to help you reach your goals. Download the article below to discover more about Moving to Tax-Free.
Are You Ready for Your Moment of Truth?
We encourage you to pause and think about this question. Have you fully prepared for the challenges that life can throw at you? Having your experienced, competent team of trusted professionals standing by your side when your moment of truth arrives makes all the difference.
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700 S. Montezuma St.,
Prescott, AZ 86303
7400 E. Pinnacle Peak Rd. Suite #100
Scottsdale, Arizona 85255
Sunday – Closed
Monday – Friday 9:00 AM-5:00 PM
Saturday – Closed
Securities and advisory services offered through Commonwealth Financial Network®, Member www.FINRA.org/www.SIPC.org, a Registered Investment Adviser. 700 S. Montezuma Street, Prescott, AZ 86303. Phone: 928.778.7666. The Financial Advisors associated with this website may discuss and/or transact business only with residents in 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 Broker Check for a list of current registrations. 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.
Fixed insurance products and services are separate from and not offered through Commonwealth. Tax preparation and accounting services offered by Hosler Wealth Management, LLC are separate and unrelated to Commonwealth. Commonwealth Financial Network® does not provide legal or tax advice. You should consult a legal or tax professional regarding your individual situation.