Hosler Wealth Management

Hosler Wealth Management is a Financial Planner in Prescott, AZ, located at 700 S Montezuma St. The firm provides tax planning, investment, and estate planning services to help clients prepare for retirement. Led by Bruce Hosler, the team offers strategies to reposition assets from taxable and tax-deferred vehicles to tax-free vehicles, aiming to generate tax-free income during retirement and leave a tax-free legacy. They serve high-income earners and families through a multi-disciplinary approach that includes financial planning, wealth management, and tax services. The business holds a 5.00 rating.

Hosler Wealth Management operates as a primarily fee-based wealth management firm with offices in Scottsdale and Prescott, Arizona. The team includes financial, estate, investment, and tax professionals who develop integrated plans for private wealth and tax reduction. Bruce Hosler, the founder and principal, is an Enrolled Agent, Certified Financial Planner, Certified Private Wealth Advisor, Accredited Investment Fiduciary, and Chartered Estate Planning Advisor. He is recognized by Forbes as a Best-In-State Wealth Advisor in Arizona from 2018 through 2025. The firm partners with Mutual Group, an independent Registered Investment Advisor-Broker/Dealer, to support clients with additional expertise. Laura Hosler serves as Executive Director, leading operational and administrative functions, marketing, and communications for over a decade.

The firm offers specific services including Roth conversion planning using a tax bracket strategy to convert traditional IRA or 401(k) funds to Roth IRAs. They provide Life Insurance Retirement Plan (LIRP) planning, which uses permanent cash value life insurance policies with investment options in stock or equity markets. The team also assists with gift and estate tax planning, utilizing strategic gifting and estate tax minimization strategies to help families leave a greater tax-free benefit to loved ones. The firm emphasizes a close-knit team approach, with Jason Hosler as Lead Wealth Advisor, Alex Koury as Lead Wealth Advisor, and Cameron GrandPre as Wealth Management Associate.

The business is distinguished by a 5.00 rating based on customer reviews, reflecting the trust of the families it serves. For over two decades, the firm has walked alongside clients through every season of life, focusing on personalized advice for high-net-worth individuals and families. The recognition by Forbes as a Best-In-State Wealth Advisor highlights the firm’s standing in the industry.

Hosler Wealth Management combines decades of experience with specialized tax and estate planning expertise to help Prescott residents achieve a confident, successful retirement.

The firm is situated on S Montezuma St, about 0.1 miles from South Montezuma Street and 0.2 miles from Granite Creek.

BizScoreAI gives the business a Content Quality score of 100 out of 100, which means the website answers customer questions clearly so AI assistants can quote it directly. The On-Page score is 98 out of 100, ensuring page titles and headings match the searches customers actually make. The business ranks number 1 of 5 Financial Planner businesses that BizScoreAI has scored in Prescott.