Discover Your Path Toward a Tax-Free Retirement in Scottsdale
A Foundational Approach to Wealth Management in Greater Phoenix
Hosler Wealth Management boasts an experienced team of tax and financial professionals in Scottsdale that provides discerning clients with highly personalized financial planning advice and advanced tax reduction strategies with the goal of building a tax-free retirement.
We help set you on the right path with our signature Foundational Financial Plan™ ― a comprehensive seven-part plan that incorporates your complete financial picture; helps to protect your assets, and potentially creates tax-free retirement income so you can enjoy your Arizona lifestyle.
Since 1997, we have served high-net-worth Arizona individuals, families, and businesses in Scottsdale, Cave Creek, Carefree, Paradise Valley, Phoenix, and across the Valley of the Sun.
Submit a request, call or visit our North Scottsdale office on E. Pinnacle Peak Road — located only a few miles north of Loop 101 off Scottsdale Road — for a free consultation to learn how our team of tax, and financial planning professionals can help get you on your path toward tax-free retirement income.
MOVING TO TAX-FREE™
By Bruce Hosler EA, CFP®, CPWA®, AIF®, CEPA®
When planning for retirement, some of the first big questions are “Have I saved enough to retire?” or “Will I be able to leave a legacy for my family? Are my spouse and I going to be OK through our lifetime?” But those planning for retirement may be missing a foundational question to retirement financial planning success—will I be paying higher tax rates on my future retirement plan distributions from my 401K and IRA?
The question isn’t “if” we will face higher future tax rates but “when”? It is almost inevitable that tax rates will be higher in the future. Understanding that tax rates will likely be much higher in the future can help you dramatically improve your chances of success in retirement.
Hosler Wealth Management – Scottsdale Office
7400 E Pinnacle Peak Rd Ste 100 • Scottsdale, AZ 85255 • 480-994-7342
Who We Help
Tax Planning
Tax Strategies
Professionals
Long-Term Planning
Business Owners
Growth/Exit Strategies
Nearing Retirement
Preparing to Retire
Enjoying Retirement
Living the Good Life
How We Help Move You Toward Your Tax-Free Future in Scottsdale
Utilizing your customized Foundational Financial Plan™, our Scottsdale financial professionals deploy a wide range of tax reduction strategies and investment vehicles to create lifetime income:
- Roth IRA & Roth 401(k) Plans
- Roth Conversions
- 1031 Exchanges & Delaware Statutory Trusts
- Life Insurance Retirement Plans
- Asset-Based Long-Term Care Plans
- Pros & Cons of a Reverse Mortgage
- Health Savings Account (HSA)
- And More!
What to Expect with the Foundational Financial Plan™
Retirement Income Plan
Plan for a Tax-Free Future
Estate, Legacy and Beneficiary Plan
Social Security Strategies
Insurance Plan
Risk Analysis
Investment Plan
Meet Our Scottsdale Advisory Team
For more than 28 years, Bruce Hosler, EA, CFP®, CPWA® AIF®, CEPA® — a financial thought leader, author, and speaker — has led our team of wealth management and financial planning professionals serving Scottsdale and the Greater Phoenix Arizona Area.
Bruce Hosler
Founder
Wealth Manager
Alex Koury
Lead Wealth Advisor
Cameron GrandPre
Wealth Management Asssociate
Laura Hosler
Executive Director
Laura Hosler
Executive Director
Laura Hosler serves as Executive Director for Hosler Wealth Management and has been a member of the firm’s leadership team for more than a decade. Working alongside her husband, Bruce, Laura plays a pivotal role in guiding the firm’s operations, client experience, communications, and strategic initiatives, helping ensure the organization continues to deliver exceptional service to clients and their families.
As Executive Director, Laura provides leadership across the firm’s operational and administrative functions, overseeing key areas that support the long-term success of both the business and its clients. She directs the firm’s marketing and communications efforts, including client correspondence, digital content, educational resources, and the weekly Insights newsletter. Laura also contributes creatively to special projects, including the development and promotion of Moving to Tax-Free™, where she played an instrumental role in book cover design and marketing support.
Known for her commitment to service and relationship-building, Laura serves as a steward of the client experience, leading client events, fostering meaningful connections, and helping ensure every client interaction reflects the firm’s values of trust, care, and personal attention. Her leadership extends to team development, organizational management, and the cultivation of strategic partnerships that support the firm’s mission.
Before joining Hosler Wealth Management, Laura built a successful career in healthcare and higher education administration. She served in the Radiation Oncology Department at Mayo Clinic and as a Financial Aid Administrator, guiding students and families through complex federal, state, and institutional programs.
Laura earned her degree in History, graduating summa cum laude, and holds a Paralegal certification. She is also a proud United States Air Force veteran.
Beyond her professional accomplishments, Laura has a longstanding commitment to community leadership and service. She served as Chairperson of a major library literacy fundraising campaign, where she successfully secured former First Lady Laura Bush as keynote speaker. As a member of Lions International, she also served for more than seven years as the Texas Lions Camp Liaison, supporting programs that enrich the lives of children with special needs.
Laura’s blend of leadership, operational expertise, creativity, and dedication to service has made her an integral part of Hosler Wealth Management’s continued growth and success.
Laura and Bruce divide their time between Prescott and Scottsdale, Arizona, where they enjoy spending time with family, supporting their community, and embracing the beauty of the Southwest.
Jordyn Santschi
Client Service Associate
Jordyn Santschi
Client Service Associate
Jordyn Santschi serves as a Client Service Associate with Hosler Wealth Management in Scottsdale, Arizona. In this role, she supports clients and advisors through exceptional service, operational efficiency, and attention to detail, helping ensure a seamless client experience.
Jordyn is currently pursuing her bachelor’s degree at the W.P. Carey School of Business at Arizona State University. She previously earned her Associate Degree in Business, graduating with honors and maintaining a 4.0 GPA. Her academic background, combined with her professional experience, has provided a strong foundation in business operations, client service, and relationship management.
Since joining Hosler Wealth Management, Jordyn has expanded her responsibilities and developed a broad understanding of the firm’s processes, client service standards, and the financial services industry. Known for her strong organizational skills, adaptability, and commitment to continuous learning, she enjoys working collaboratively with both clients and colleagues to help achieve positive outcomes.
Prior to joining the firm, Jordyn gained several years of experience in customer service and administrative roles, where she developed the ability to manage multiple priorities while maintaining a high level of accuracy and professionalism in fast-paced environments.
Outside of work, Jordyn enjoys exploring Arizona’s diverse culinary scene, spending time with family and friends, and discovering new restaurants throughout the Valley. Originally from Tucson and raised in Missouri, she has called Arizona home for the past nine years.
Raghavendhar Thaduru (Raghu)
Accountant
Raghavendhar Thaduru (Raghu) EA
MS Accounting
Accountant
Raghavendhar Thaduru, commonly known as Raghu, is a dedicated Enrolled Agent with over seven years of experience in U.S. corporate and individual taxation. His expertise includes federal and multi-state corporate tax returns, U.S. and Canadian individual tax compliance, responding to tax notices, and representing clients before tax authorities. He has worked extensively on complex tax matters, helping clients navigate regulatory requirements with clarity and precision.
Before relocating to the United States, Raghavendhar built his professional foundation in India with global firms such as Deloitte and EY, where he supported U.S. business tax engagements and cross-border individual tax returns. His experience includes preparing and reviewing corporate tax filings, responding to IRS and CRA notices, and collaborating closely with clients to resolve tax matters efficiently and professionally.
He earned his Master’s degree in Accounting from Tulane University and holds a Master of Commerce degree from India. Originally from Telangana, India, Raghavendhar moved to Scottsdale, Arizona, to advance his career in U.S. taxation and financial services with Hosler Wealth Management.
Based in our Scottsdale, Arizona office, he is committed to continuous professional growth and delivering practical, meaningful tax solutions that support our clients’ long-term financial success.
In his spare time, Raghu enjoys road trips and biking. He is planning to pursue a skydiving certification as well as his private pilot’s license. He is a proud uncle of two beautiful nieces and has one brother who works in the digital marketing industry in India.
Christopher Reti
Financial Planning Assistant
Christopher Reti
Financial Planning Assistant
Christopher joined Hosler Wealth Management with a solid academic background in finance, along with experience in mortgages and equity research. Previously, he worked as a licensed Assistant Mortgage Loan Originator, where he helped clients navigate one of the most significant financial decisions of their lives. Additionally, he served as the Chief Administrator of the Rebel Investment Group at UNLV, leading a team of student analysts, conducting stock research, and performing economic analysis.
Currently, Christopher serves as a Financial Planning Assistant at Hosler Wealth Management, where he works alongside advisors to support client planning and investment management initiatives. He actively assists with trading and portfolio implementation for clients and regularly participates in client meetings and portfolio review discussions. Through his involvement in these reviews, Christopher gains valuable insight into the planning process, investment strategy development, and the personalized recommendations that help clients pursue their financial goals.
Christopher is also a member of the Hosler Wealth Management Investment Committee, where he conducts fund research, evaluates investment managers, and presents due diligence findings for the committee’s consideration. His analytical approach and attention to detail help support the firm’s investment selection process and ongoing monitoring of client portfolio holdings.
Committed to continuous professional growth, Christopher is currently enrolled in the Enrolled Agent (EA) program to deepen his tax knowledge and is preparing to take the Securities Industry Essentials (SIE) Exam as he expands his expertise and takes on additional responsibilities within the firm.
He earned a Bachelor of Science in Finance, graduating Magna Cum Laude with a GPA of 3.97. Christopher brings a disciplined work ethic, an analytical mindset, and a strong commitment to client service to the team.
Originally from Las Vegas, Christopher enjoys hiking, staying active, and exploring new opportunities for personal and professional growth.
Justin Reti
Financial Planning Assistant
Justin Reti
Financial Planning Assistant
Justin Reti joined Hosler Wealth Management as a Financial Planning Assistant, where he supports the firm’s commitment to delivering comprehensive wealth management and tax-efficient planning solutions. In his role, Justin works closely with advisors to assist with client planning initiatives, trading activities, and portfolio implementation. He also participates in client meetings and portfolio review discussions, gaining valuable experience in the financial planning process and helping ensure clients receive thoughtful, personalized guidance.
Justin is an active member of the Hosler Wealth Management Investment Committee, where he conducts investment research and presents mutual funds, ETFs, and other investment opportunities for review and consideration. His strong analytical skills and passion for the markets contribute to the committee’s ongoing evaluation of investment strategies and solutions for clients.
Prior to joining Hosler Wealth Management, Justin graduated from the University of Nevada, Las Vegas with a Bachelor of Science in Finance and a perfect 4.0 GPA. While attending UNLV, he served as both Chief Administrator and Sector Analyst for the Rebel Investment Group, where he led investment research efforts, presented stock recommendations, and produced weekly market performance reports. He also gained industry experience as a licensed Assistant Mortgage Loan Originator, developing strong communication, analytical, and client service skills.
Dedicated to advancing his professional knowledge, Justin is currently enrolled in the Enrolled Agent (EA) program and is preparing to take the Securities Industry Essentials (SIE) Exam. These pursuits reflect his commitment to expanding his expertise and taking on additional responsibilities as he continues to grow within the profession.
Originally from Las Vegas and now residing in Prescott Valley, Justin is passionate about helping clients work toward their financial goals. Outside of work, he enjoys studying investment strategies, spending time outdoors, and playing sports with friends.
Extra Support from a Trusted Financial Partner
In addition to our Scottsdale team, we partner with Mutual Group, a leading Registered Investment Advisor-Broker/Dealer, providing our clients with a breadth of additional expertise, advice, support, and resources to meet their financial goals.
Learn How You Can Move Toward Your Tax-Free Retirement in Scottsdale
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Request a free consultation to learn how our Scottsdale team of tax, wealth management, and financial planning professionals can help you achieve your financial goals and set you on a path toward tax-free retirement income.