Hosler Wealth Management

Hosler Wealth Management

 
 
 
 
 
 
 
 
 
 
 
 
Finance & Insurance >> Financial Consulting & Services

Hosler Wealth Management

700 S Montezuma St
Prescott, AZ 86303 | map | directions
Bruce Hosler EA, CFP®, AIF®, CEPA®, CDFA® Bruce Hosler EA, CFP®, AIF®, CEPA®, CDFA®
(928) 778-7666 | fax: (928) 778-0499
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Bruce Hosler is the founder and principal at Hosler Wealth Management, LLC (HWM). With offices in Prescott and Scottsdale, Arizona, he has been in practice since 1997.

Bruce uses a consultative wealth management process with his clients. He combines both his tax knowledge as an Enrolled Agent (EA), and his financial planning knowledge as a CERTIFIED FINANCIAL PLANNER™ professional, including his Ed Slott Master Elite IRA membership to provide synergistic advanced planning strategies for his clients.

As an Accredited Investment Fiduciary (AIF®), Bruce has a thorough knowledge of fiduciary best practices and applies this to his primary focus of serving retirees, soon to retire and those who have lost their spouses (widows and widowers) to protect and preserve their wealth.

Protecting & Preserving Wealth PodcastListen to Our Podcast!

In the Protecting & Preserving Wealth podcast, Bruce Hosler discusses and provides timely answers to important topics for our listeners:
 
    • Tax Reduction Strategies
    • Financial & Estate Planning
    • Investment Management
    • Retirement Planning
    • Insurance Strategies
    • Business Owner Exit-Planning Strategies
    • Current Events and their Market Effects
 
For the COMPLETE LIST OF EPISODES available:  
Listen Here

 

Videos:  

1. Protecting Your Porfolio Against Inflation     Watch Video  
2. Is A Roth Conversion Right For You?    Watch Video
3. What US Navy Seals can teach us about uncertainty.   Watch Video
4. Life is a journey.    Watch Video
 
*Securities and advisory services offered through Commonwealth Financial Network www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Tax preparation and accounting service offered by Hosler Wealth Management, LLC are separate and unrelated to Commonwealth. Hosler Wealth Management LLC, 700 S. Montezuma Street, Prescott, Arizona 86303, (928) 778-7666. This communication is strictly intended for individuals residing in the states of AK, AZ, CA, CO, FL, GA, HI, ID, IL, MA, ME, NE, NJ, NM, NV, OH, TX, UT, VA, WA, WI. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. 
Forward-looking commentary should not be misconstrued as investment or financial advice. The advisor associated with this podcast does not monitor for comments and any comments should be given directly to the office at the contact information specified. 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.
Any tax advice contained in this communication (including any attachments) is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding Federal or State tax penalties or (ii) promoting, marketing, or recommending to another party any transaction or matter addressed herein. The accuracy, completeness, and timeliness of the information contained in this podcast cannot be guaranteed. Accordingly, Hosler Wealth Management, LLC does not warranty, guarantee, or make any representations or assume any liability with regard to financial results based on the use of the information in this podcast.
*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. 
Limitation of Liability Disclosures: https://www.hoslerwm.com/disclosures/#socialmedia
Protecting & Preserving Wealth (podcast) is owned and produced by Hosler Wealth Management, LLC
© Copyright 2022  |  Hosler Wealth Management LLC  |  All Rights Reserved
Member Since: 1999
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 (Date: 3/25/2023)
 
 

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