Hosler Wealth Management

Hosler Wealth Management is a financial planner in Prescott, AZ. The firm serves high-net-worth individuals and families with integrated strategies for tax planning, investment management, and estate planning. The primary focus is helping clients transition assets from taxable and tax-deferred vehicles into tax-free structures to generate income during retirement. This approach aims to protect against future tax rate increases and create a tax-free legacy for beneficiaries. The firm operates on a primarily fee-based model, utilizing a collaborative team of financial, estate, investment, and tax professionals.

Bruce Hosler, the founder and principal, leads the team with credentials including EA, CFP, CPWA, AIF, and CEPA. He is recognized by Forbes as a Best-In-State Wealth Advisor in Arizona for the years 2018 through 2025. The Prescott office is part of a broader operation that includes a Scottsdale location and partnerships with Mutual Group, an independent Registered Investment Advisor-Broker/Dealer. The team includes Jason Hosler and Alex Koury as Lead Wealth Advisors, Cameron GrandPre as a Wealth Management Associate, and Laura Hosler as Executive Director. Laura has served in the leadership team for more than a decade, overseeing operations, client experience, communications, and strategic initiatives. She also directs marketing efforts and contributes to the development of the Moving to Tax-Free initiative.

The Prescott office is located at 700 S Montezuma St. It sits on South Montezuma Street, about a quarter mile from Granite Creek and White Spar Road. Jefferson Park is also nearby, approximately a quarter mile away. The Bradshaw and Chino Valley Ranger Station is located about half a mile from the office.

Hosler Wealth Management holds a perfect 5.00 rating, reflecting the positive experiences of clients who have reviewed the firm. The business is distinguished by its specific focus on tax-free retirement strategies and its multi-disciplinary approach to wealth preservation. Bruce Hosler’s consistent recognition by Forbes as a Best-In-State Wealth Advisor underscores the firm’s standing in the Arizona financial planning sector. The team’s experience spans over two decades, serving families through various stages of life and financial seasons.

In Prescott, Hosler Wealth Management offers a specialized path for high-income earners seeking to optimize their retirement income through advanced tax and estate planning.