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.