Financial Advisors in Prescott, AZ
Hosler Wealth Management’s Prescott office is located 5 blocks south of Courthouse Plaza on the corner of 700 S Montezuma Street as it turns into White Spur Road. Our Prescott advisory team is comprised of CERTIFIED FINANCIAL PLANNER™ professionals, and investment strategists. We work directly with estate planning attorneys to ensure the proper implementation of your plan. We combine our experience as Enrolled Agents and CPA’s, to help lower your current tax burden and enact tax reduction strategies to assist in maximizing your asset growth over time.
HWM – Helping Clients Plan Smarter! ™
700 S. Montezuma St.
Prescott, Arizona 86303
Hosler Wealth Management, with over 25 years of experience in wealth management and financial planning, provides services encompassing asset management, retirement planning, estate planning, complex tax planning, and more. We’ll match you with a financial advisor in Prescott who best fits your needs. Our CERTIFIED FINANCIAL PLANNER™ professionals take the time to understand your financial situation and goals thoroughly. As fiduciary advisors, our goal is to always act in your best interest, help lower financial risk, grow your wealth – and help clients to move toward a more secure and tax-free retirement. Starting with our Foundational Financial Plan™, you will learn how our team works to actively protect and preserve your wealth.
Our Prescott financial advisors specialize in helping individuals, families, widows, and business owners with the following comprehensive wealth management services.
For business owners, we offer a full range of retirement planning services provided by our CEPA® certified advisors. Planning includes business valuation, exit planning strategies, and tax reduction strategies needed to maximize your gains while planning for retirement and the future sale of your business.
Our advisory team is proud to serve the financial needs of clients & business owners who live and work in Prescott and the surrounding areas including Prescott Valley, Chino, Cottonwood, and Sedona. For over 25 years, we have worked with a broad range of clients with diverse financial needs. As a result, you can rest assured our team can manage complex financial issues and feel confident that our wealth management planning services are flexible but designed to last. Our team will be there when you need us the most.
Service is at the heart of what we do. Our advisors realize how fortunate they are to have formed lasting and life-changing relationships with our clients, their families, businesses, and organizations in the communities that we support.
Bruce Hosler
Founder & Principal Wealth Manager
EA, CFP®, AIF®, CEPA®
Bruce is celebrating 25 years of serving Prescott and the broader Northern Arizona region as a wealth manager and financial advisory firm. He takes great pride in having helped many professionals, couples, families, and retirees to make sound and lasting financial planning decisions.
As an Enrolled Agent (EA) and a CERTIFIED FINANCIAL PLANNER™ professional, Bruce combines his tax knowledge with synergistic financial planning strategies – to help clients lower their tax burden, grow and protect their wealth and help them move toward a more secure retirement.
HWM is celebrating Bruce Hosler’s sixth consecutive year – being on Forbes Best-In-State Wealth Advisors list!
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.
Jason Hosler
Wealth Manager
EA, CEPA®
Jason works as a financial advisor with clients to implement and administer our wealth management process. He has established himself as a primary service advisor for many of our Prescott clients. He has been with the firm for ten years.
Jason is an Enrolled Agent (EA) and holds Series 7 and 66 FINRA securities registrations. He brings a technological edge to our firm and helps many of our clients stay current in the fast-moving age of the internet.
Sara Lanoue
Client Services Manager
Laura Hosler
Executive Director
Zed Leppanen
Paraplanner
Amber Potts
Tax Professional
James Haynes
Tax Professional
Chad Hosler
Director of Communications
A Partnership Built on Service
Our Partnership with Commonwealth Financial Network®, a leading Registered Investment Adviser – broker/dealer, provides us access to both a team of advanced planning specialists and a team of investment research specialists who assist us in our efforts to provide you with the best possible service. Each professional team brings a breadth of experience in the industry and within their own specialization.
Discover how we can help you achieve your goals.
We welcome your inquiry about our wealth management services. Complete this form and an advisor will reach out to schedule a complimentary consultation. As a bonus gift, we’ll send you our eBook – Six Steps to Create a More Confident Future.
