Building Tax-Free Income for Retirement in Prescott, AZ
Discover a Foundational Approach to Wealth Management in the Quad-City Area
The experienced Prescott, Arizona team at Hosler Wealth Management, a long-standing firm since 1997, provides highly personalized financial planning advice and tax reduction strategies, guiding clients toward a tax-free retirement.
With our signature Foundational Financial Plan™, we help set you on the right path ― a comprehensive seven-part plan that incorporates your entire financial picture, helping protect your assets and move you toward tax-free retirement income so you can enjoy your Arizona lifestyle.
Since 1997, we have served high-net-worth individuals, families, and businesses throughout the Quad-City area, spanning Prescott, Prescott Valley, Chino Valley, and Dewey/Humboldt. We also serve clients in the Verde Valley, including Cottonwood and Sedona.
Submit a request, call or visit us at our 700 S. Montezuma Street office — located five blocks south of the Courthouse Plaza — for a free introductory consultation to learn how our team of tax, financial, and estate planning professionals can help create a 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 – Prescott Office
700 S Montezuma St • Prescott, AZ 86303 • 928-778-7666
A True Partner to the Prescott-Area Communities
Service is at the heart of all we do. We not only serve the financial needs of our clients in Prescott and surrounding communities, but we give back to local charities with our time, talent, and resources. We are proud to partner with and support these nonprofits in the region.
How Our Team Helps Residents of Prescott Prosper
Working with you on your customized Foundational Financial Plan™, our Prescott financial professionals utilize a wide range of tax reduction strategies and investment vehicles to create income that lasts the rest of your life:
- 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 Prescott Advisory Team
Led by Bruce Hosler, EA, CFP®, CPWA®, AIF®, CEPA® — a financial thought leader, author, and speaker — our team of wealth management, financial planning, and tax professionals has served Prescott and the greater Northern Arizona region since 1997.
Bruce Hosler
Founder
Wealth Manager
Jason Hosler
Lead Wealth Advisor
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.
Sara Lanoue
Client Service Manager
Sara Lanoue
Client Service Manager
When Sara joined HWM, she brought broad, extensive customer service and administrative support knowledge to the firm. As of 2024, Sara has been with the HWM family for eight years, and her position has advanced from events coordinator to client service representative to client services manager. She is the go-to, front-line person for almost all our client’s immediate needs.
Sara has successfully passed the Securities Industry Essentials®, SIE®, which assesses an individual’s knowledge of basic securities concepts, types of products, and their risks; the structure of the securities markets, regulatory agencies, and their functions; and prohibited practices–making her all the more a valuable asset to the HWM team and our clients.
She relocated from Iowa to Prescott in 2000 and is practically a native Arizonian. However, she still brings that midwestern, down-to-earth appeal to our HWM family. She loves spending time with her family and dogs, working in the yard, and enjoying their pool!
Chad Hosler
Director of Communications
Chad Hosler
Chad Hosler serves as Director of Communications for Hosler Wealth Management, where he has been a key member of the team for more than six years. In his role, he leads the firm’s marketing, branding, digital communications, and content strategy initiatives. He is responsible for developing and executing integrated communication strategies that strengthen the firm’s market presence, enhance client engagement, and support the delivery of impactful financial education and thought leadership.
Chad oversees all aspects of the firm’s digital ecosystem, including website development and management, search engine optimization (SEO), content strategy, social media marketing, podcast distribution, and digital brand consistency. His work combines strategic planning with technical execution, ensuring that the firm’s content is discoverable, engaging, and aligned with the needs of current and prospective clients.
With expertise in website architecture, SEO best practices, content management systems, analytics, and digital publishing, Chad manages the behind-the-scenes processes that drive online visibility and audience growth. From optimizing website performance and user experience to coordinating podcast production, content distribution, and social media engagement, he plays a key role in expanding the firm’s digital reach and strengthening its connection with clients and the community.
Prior to joining Hosler Wealth Management, Chad owned and operated a successful neuromuscular therapy practice in Salt Lake City, Utah, for 28 years. As a business owner, he developed extensive experience in client service, business development, marketing, and relationship management. His entrepreneurial background provides valuable perspective in understanding the challenges and opportunities business owners face, while his communication expertise helps translate complex ideas into meaningful client experiences.
Since relocating to Prescott, Arizona, Chad has continued to pursue his passion for creative storytelling and digital media. Outside the office, he enjoys photography, video production, bowling, and exploring emerging technologies that enhance communication, marketing effectiveness, and audience engagement.
Ravi Teja Pydimarla (Ravi) CPA
Accountant
Ravi Teja Pydimarla (Ravi) CPA
MS Accounting & Analytics
Accountant
Ravi Teja Pydimarla is an Accountant with over seven years of comprehensive experience in taxation, accounting, and auditing. His professional expertise spans both Indian and U.S. financial landscapes, ranging from Indian statutory audits and corporate tax returns to mastery of US GAAP, month-end closings, and financial reporting. Ravi is driven by the dynamic nature of the tax field and finds great fulfillment in providing clients with practical, meaningful solutions to complex accounting matters.
His academic background is equally robust, holding an MS in Accounting and Analytics from the Rochester Institute of Technology. A Bachelor of Commerce, and a Master of Business Administration from Osmania University.
Originally from Jangareddygudem in the West Godavari district of South India—a region celebrated for its rich culture and scenic agriculture—Ravi recently relocated from New York to Arizona. He shares his life with his wife and biggest supporter, Kavya, a Chartered Accountant and Oracle Fusion Consultant. Given their shared expertise, finance remains a frequent and favorite topic of conversation in their household.
Now settled in Prescott, Ravi spends his free time exploring the local landscapes of Arizona, meeting people, and putting down new roots.
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 team in Prescott, we partner with Mutual Group, a leading Registered Investment Advisor-Broker/Dealer, to connect our clients with a breadth of additional expertise, advice, and resources to meet their financial goals.
Discover How You Can Create Your Tax-Free Income in Retirement in Prescott
Request a free consultation to learn how our Prescott team of financial professionals can help you work toward achieving your financial goals and set you on a path to tax-free retirement income.
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