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Forbes Best-In-State Wealth Advisor List In Arizona for 2022 – Bruce Hosler

5th Consecutive Year – Bruce Hosler is awarded Forbes Best-In-State Wealth Advisor List for 2022 in Arizona.

As the founder of Hosler Wealth Management and with over 25 years of experience in financial planning, Bruce has been instrumental in helping clients navigate through some of the most challenging market cycles in history. His philosophy of providing exceptional client service is deeply ingrained in the wealth management firm’s mission and destination.
“On behalf of Hosler Wealth Management, I am honored and humbled to have been named to this prestigious list—we express gratitude to our many clients who have entrusted us with more than their assets during these unprecedented times; we have been entrusted with their future,” said Bruce Hosler. “We are committed to providing the highest quality financial and estate planning services, helping our clients move toward a ‘Tax-Free’ retirement.” Forbes listing.

 

Wealth & Financial Advisor offices in Prescott & Scottsdale, Arizona

Hosler Wealth Management has provided individuals and organizations with financial advice for over two decades, located at 700 S. Montezuma Street, Prescott, AZ 86303, and 7400 E Pinnacle Peak Rd Suite #100, Scottsdale, AZ 85255, Hosler Wealth Management’s financial advisors offer multi-disciplinary specialization; in tax planning and preparation, financial and estate planning, and investment management.
Securities and Advisory Services offered through Commonwealth Financial Network® Member FINRA/SIPC, a Registered Investment Adviser.

Forbes best-in-state wealth advisors 2022 award

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*Data provided by SHOOK® Research, LLC., as of 4/22. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Overall, 34,925 advisors were considered, and 6,585 (18.8 percent of candidates) were recognized. This recognition and the due-diligence process conducted are not indicative of the advisor’s future performance. Your experience may vary. Winners are organized and ranked by state. Some states may have more advisors than others. You are encouraged to conduct your own research to determine if the advisor is right for you. SHOOK does not receive a fee in exchange for rankings. The full methodology that Forbes developed in partnership with SHOOK Research is available here.

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