What is Hosler Wealth Management? Our Philosophy | Ep #29

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Get the latest on 529 plan rules, tax benefits, and Secure Act changes from “hosler wealth management llc” at hoslerwm.com. Learn how 529s work.

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Prescott Office
928.778.7666
700 S Montezuma St
Prescott, AZ 86303

Scottsdale Office
480.994.7342
7400 E Pinnacle Peak Rd Ste 100
Scottsdale, Arizona 85255

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Monday – Friday 9:00 AM-5:00 PM
Saturday – Closed
Sunday – Closed

Investment advisory services are offered through Mutual Advisors, LLC DBA Hosler Wealth Management, a SEC registered investment adviser. Securities are offered through Mutual Securities, Inc., member FINRA/SIPC. Mutual Advisors, LLC and Mutual Securities, Inc. (collectively “Mutual Group”) are affiliated companies.

Fixed insurance products and services are not offered through Mutual Group. These services are offered separately as independent insurance agents.

Tax preparation and accounting services are offered independently through Hosler Wealth Management Tax Services. Any tax advice provided by tax professionals under Hosler Wealth Management Tax Services is separate and unrelated to any advisory or security services offered through Mutual Group.

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