Bruce Hosler – Founder of Hosler Wealth Management

EA | CFP® | CPWA® | AIF® | CEPA®

Bruce is the founder and principal of Hosler Wealth Management, LLC. He has practiced in Prescott since January 1997, with offices in Prescott and Scottsdale. His primary focus has been serving retirees and those who have lost their spouses (widows and widowers). He uses advanced and intentional tax strategies to help move clients toward a tax-free retirement while helping protect and preserve their wealth.

As an Enrolled Agent, CERTIFIED FINANCIAL PLANNER® professional, and Certified Private Wealth Advisor (CPWA®), Bruce brings a multifaceted approach to advanced financial and tax planning. He is recognized as a prominent financial professional with 28 years of experience. Bruce recently authored the book MOVING TO TAX-FREE™ Strategies For Creating Tax-Free Retirement Income And Tax-Free Lifetime Legacy Income For Your Children. www.movingtotaxfree.com

A solid educational background, a BS from the University of Phoenix, and a rich media history bolster his impressive career. Bruce has shared his insights as a speaker to the Arizona Society of CPAs and the Prescott Area Commercial Realtors Group. Bruce also hosts the ‘Protecting and Preserving Wealth Podcast,’ where he shares valuable knowledge on tax and financial strategies. During a recent guest appearance on Fox Business Network-Spotlight TV with Tom Hegna, Bruce was interviewed about his new book, MOVING TO TAX-FREE™.

Forbes has recognized Bruce as one of the Best-In-State Wealth Advisors in Arizona for seven consecutive years. Bruce is also proud to have been recognized as a Chairman’s Level advisor for 2024—a distinction based on annual production attained by just 4 percent of advisors affiliated with Commonwealth Financial Network. Each year, Commonwealth, the broker/dealer–RIA that helps us process investment transactions on your behalf, recognizes Chairman’s Level advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Chairman’s Level advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.

Bruce’s life is as full and rich as his career. He lives with his wife, Laura, in Scottsdale and Prescott, Arizona, and enjoys spending time with family. In his downtime, Bruce is an avid golfer who embraces the course’s challenges, beauty, and tranquility.