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Bruce Hosler

Enrolled Agent, CFP, AIF, CEPA Hosler Wealth Management, LLC
Office 8080 N. Hayden Road Suite D203 Scottsdale AZ 85258 United States Office Phone: 480 994-7342 Website: Hosler Wealth Management

Biography

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 strategies to help lower their taxes, and protect and preserve their wealth.

Using a consultative wealth management process, Bruce combines his tax knowledge as an Enrolled Agent (EA) and his financial planning knowledge as a CERTIFIED FINANCIAL PLANNER™ professional to provide synergistic advanced planning strategies for his clients. Bruce is also a Certified Exit Planning Advisor (CEPA).

Bruce has been recognized as a Leaders Level Advisor for many years, most recently 2019- A distinction based on annual production attained by just 7 percent of advisors affiliated with Commonwealth Financial Network. Each year, Commonwealth, the Registered Investment Adviser-broker/dealer that helps us process investment transactions on your behalf, recognizes Leaders Level advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Leaders Level advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.

Bruce is an avid golfer and outdoorsman. He enjoys the Prescott area and all it has to offer. He and his wife, Laura split time between Prescott and Scottsdale so they can support clients in both offices. Bruce is a dedicated father of five grown children. He loves to spend time with them and with his grandchildren.

Notes

Prescott Office:
700 S. Montezuma Street
Prescott, AZ, 86303
Telephone: 928.778.7666

Scottsdale Office:
8180 N. Hayden Road, Suite D203
Scottsdale, AZ 85258
Telephone: 480.994.7342

This communication strictly intended for individuals residing in the states of AZ, CA, CO, FL, ID, IL, ME, NM, NV, TX, UT, VA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA / SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency. Tax preparation, tax planning and accounting services offered through Hosler Wealth Management are separate and unrelated to Commonwealth. Hosler Wealth Management does not provide legal advice. You should consult a legal professional regarding your individual situation.

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