Hosler Wealth Management
Financial Services
Offices in both Scottsdale & Prescott, Arizona 42 followers
Plan Smarter - Starting Now!™
About us
We specialize in helping retirees and widows make smart financial decisions. We invite you to experience the difference of consultative Financial Planning & Tax Planning with a financial professional who has experience and knowledge in both fields. Our combined tax and financial strategies can help you protect and preserve your wealth. Check out our website and come visit us in person. Attend one of our educational workshops, or come in for a complimentary second opinion. Either way, when you experience our knowledge, competence, and great customized solutions, you will want to stay. Securities and advisory services offered through Commonwealth Financial Network®, Member www.FINRA.org/www.SIPC.org, a Registered Investment Adviser. 700 S. Montezuma Street, Prescott, AZ 86303. Phone: 928.778.7666. The Financial Advisors associated with this website may discuss and/or transact business only with residents in states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check Broker Check for a list of current registrations. Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. Fixed insurance products and services are separate from and not offered through Commonwealth. Tax preparation and accounting services offered by Hosler Wealth Management, LLC are separate and unrelated to Commonwealth. Commonwealth Financial Network® does not provide legal or tax advice. You should consult a legal or tax professional regarding your individual situation. Review our Terms of Use: http://www.commonwealth.com/termsofuse.html
- Website
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https://hoslerwm.com
External link for Hosler Wealth Management
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Offices in both Scottsdale & Prescott, Arizona
- Type
- Privately Held
- Founded
- 1997
Locations
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Primary
700 S Montezuma St
Offices in both Scottsdale & Prescott, Arizona 86303, US
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7400 E Pinnacle Peak Rd Suite #100
Scottsdale, Arizona 85255, US
Employees at Hosler Wealth Management
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Alex Koury, CFP®, CEPA
Giving Business Owners a Strategy to Build Wealth & Lower Tax Exposure Using My Proprietary Wealth Stacking™ Method| Certified Exit Planning Advisor
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Cody Teeples
Wealth Manager: Dad 👨👩👧👦 Mountain Biker🚵🏼♀️
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Jason Hosler
Wealth Advisor
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Chad Hosler
Director Of Communications at Hosler Wealth Management
Updates
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Happy Mother's Day! Celebrating all mothers and women in our lives this holiday weekend. Thank you for being amazing! #happymothersday
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Bruce Hosler on *Forbes' Best-In-State Wealth Advisors list 2024! We're incredibly proud 🦚 since Bruce has won this award for seven consecutive years. As a CFP® and certified CPWA®, his steadfast commitment to helping clients reach their goals and work toward better outcomes is at the heart of why he became a wealth advisor. 👏🙌🎉 We extend our heartfelt congratulations to Bruce for these well-deserved accolades, and we sincerely thank you all for your continued support and participation in celebrating his success! #BruceHosler #ForbesBestInState #HoslerWealthManagement #MovingToTaxFree #Finance *2018-2024 Forbes Best In State Wealth Advisors, created by SHOOK Research. Presented in April 2024 based on data gathered from June 2022 to June 2023. 23,876 were considered, 8,507 advisors were recognized. Not indicative of advisor’s future performance. Your experience may vary.
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📢 Announcing Bruce’s FOX BUSINESS interview with Tom Hegna of Spotlight Television. 📢 You can 👂 hear firsthand why Bruce wrote MOVING TO TAX-FREE 📖 and what the most important question really is. Learn more here: https://lnkd.in/gPvCeHR8 #BruceHosler #MovingToTaxFree #TaxStrategies #TaxFreeRetirementIncome
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🚀 New Book Alert! 🚀 Congratulations to Bruce Hosler! 🎉 The new book "MOVING TO TAX-FREE: Strategies for Creating Tax-Free Retirement Income, and Tax-Free Lifetime Legacy Income for Your Children" is out today! 🌟 Dive into Bruce Hosler's advice to navigate towards a tax-free retirement and help secure your family's financial future. Get your copy now on Amazon https://a.co/d/3obK5dH #MovingToTaxFree #BruceHosler #RetirementRoadmap #RetirementPlanning #TaxStrategies
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Happy Valentines Day! #valentinesday2024 #HoslerWealthManagement
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If you’re not usually asked to contribute your two cents, stop by the post office this week. The price of Forever stamps went from 66 to 68 cents on January 21. But any stamps you’ve already purchased at a lower price will still work. Learn more: https://bit.ly/3vI4RhU #stampprices
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Recently, Bruce Hosler EA, CFP®, CPWA®, AIF®, CEPA® of Hosler Wealth Management, was the guest speaker at the January 2024, Prescott Area Commercial Group (PACG) annual meeting, and presented to the members and guests. The topic was: Use a 1031//721 DST Exchange to Help Clients Achieve Their Goals. #BruceHosler #HoslerWealthManagement