About Us – Financial Advisors in Scottsdale and Prescott

A Top Wealth Management Firm in Scottsdale & Prescott

Hosler Wealth Management’s collaborative team of financial, estate, investment, and tax professionals provides personalized advice to high-net-worth individuals and families using a comprehensive approach that considers every aspect of your financial life.

Our Founder and Principal, Bruce Hosler, EA, CFP®, CPWA®, AIF®, CEPA®, is consistently recognized by Forbes* as one of Arizona’s Best-In-State Wealth Advisors. He is a financial thought leader, author and speaker who excels in creating integrated plans to guide you toward a tax-free future.

*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.

In addition to our teams in Scottsdale and Prescott, we partner with Commonwealth Financial Network, a top-rated independent Registered Investment Advisor-Broker/Dealer, to support our clients with a breadth of additional objective expertise and resources to help our clients achieve their financial goals.

2023 | 2022 | 2021
2020 | 2019 | 2018

Forbes Best In State Wealth Advisor 2023

“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®

Ed Slot Master Elite Advisor

For more than a decade, Bruce Hosler has been a member of Ed Slott’s Master Elite IRA Advisor Group — an exclusive study group for advisors seeking to gain expertise in retirement distribution planning.

Dubbed “America’s IRA Expert” by Mutual Funds Magazine, Ed Slott provides professional financial advisors access to the most up-to-date IRA information available through his Master Elite IRA Advisor Group — a private IRA study group comprised of professional financial advisors with extensive IRA experience who have reached the next level, continuously studying directly with Ed Slott through full-day workshops, the Elite forum and other regular trainings.

A Complete Approach to Financial Planning & Building Your Tax-Free Retirement

At Hosler Wealth Management, we keep our clients’ best interests at heart. Our integrated plans encompass Financial Planning, Wealth Management and Tax Services so you know where you stand, allowing you to make financial decisions with confidence. When you work with us, we promise to:

Creating a Foundation for Your Tax-Free Future

Your tax-free future begins with our signature Foundational Financial Plan™ — a comprehensive plan that incorporates seven aspects of your financial picture and sets the groundwork for a tax-free retirement:

Ready to Get Started?

Request a call or send us a message to see how our financial professionals in Scottsdale and Prescott can help you achieve your financial goals and set you up to start moving to a tax-free retirement.

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