Financial Advisors in Scottsdale, AZ
Hosler Wealth Management is located in North Scottsdale, Pinnacle Peak Office Park, with easy access from Loop 101. Take exit 34 N Scottsdale Rd North for 6.2 miles to Pinnacle Peak Rd. Our Scottsdale 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.
Plan Smarter with HWM – Starting Today!™
7400 E. Pinnacle Peak Rd., Suite #100
Scottsdale, Arizona 85255
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 Scottsdale 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 Scottsdale 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.
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
Our advisory team is proud to serve the financial needs of clients & business owners who live and work in Scottsdale and the surrounding areas, including the Greater Phoenix metro region and Tucson. For over 25 years, we have worked with a broad range of clients with diverse financial needs. As a result, you can rest assured that 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 here when you need us the most.
Service is at the heart of what we do. Our advisors know how fortunate they are to have formed lasting and life-changing relationships with our clients, their families, businesses, and organizations in our communities we support.
Bruce Hosler
Founder & Principal Wealth Manager
EA, CFP®, AIF®, CEPA®
Bruce is the founder and principal of Hosler Wealth Management, LLC. He has been in practice in Prescott since January 1997. His primary focus has been serving retirees and those who have lost their spouses (widows and widowers), using wise financial strategies to help lower their taxes, and protect and preserve their wealth.
Using a consultative wealth management process, Bruce combines his tax preparation knowledge as an Enrolled Agent (EA) and his financial planning knowledge as a CERTIFIED FINANCIAL PLANNER™ professional to provide synergistic advanced financial planning strategies for his clients in both Scottsdale and Prescott, Arizona.
HWM is celebrating Bruce Hosler’s fifth consecutive year – being on Forbes Best-In-State Wealth Advisors list!
2018-2022 Forbes Best In State Wealth Advisors, created by SHOOK Research. The 2022 award was presented in April 2022 based on data gathered from June 2020 to June 2021. 19,640 Advisors were considered, approximately 6,500 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.
Alex Koury
Wealth Manager – CFP®, CEPA®
Alex Koury CFP®, CERTIFIED FINANCIAL PLANNER™ professional and Wealth Manager in Scottsdale, has worked in the financial services industry for fourteen years as a financial advisor and Financial Planner. He holds Series 7, 9, 10 & 66 securities registrations– and is a Registered Representative with Commonwealth Financial Network®.
Alex has been affiliated with Commonwealth for the last five years and comes to our offices in Arizona with knowledge and experience of all things (Commonwealth). Alex holds his insurance license in the state of Arizona, California, Nevada, and Georgia for: life, health, disability, fixed and variable annuities.
Sara Lanoue
Client Services Manager
Laura Hosler
Executive Director
Zed Leppanen
Paraplanner
Reggie Alilonu
Tax Professional
Chad Hosler
Director of Communications
JD Power Award – 8 time winner, Commonwealth Financial Network®
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.
* Commonwealth Financial Network® received the highest score in the independent advisor segment of the J.D. Power 2010, 2012, 2013, 2014, 2018, 2019, 2020, and 2021 Financial Advisor Satisfaction Studies of customers’ satisfaction among financial advisors. Visit jdpower.com/awards.
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.
