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 t0 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
“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®
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:
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Contact Us
Prescott Office
928.778.7666
700 S. Montezuma St.,
Prescott, AZ 86303
Scottsdale Office
480.994.7342
7400 E. Pinnacle Peak Rd. Suite #100
Scottsdale, Arizona 85255
Hours
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.
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