Building Tax-Free Income for Retirement in Prescott, AZ
Discover a Foundational Approach to Wealth Management in the Quad-City Area
The experienced Prescott, Arizona team at Hosler Wealth Management, a long-standing firm since 1997, provides highly personalized financial planning advice and tax reduction strategies, guiding clients toward a tax-free retirement.
With our signature Foundational Financial Plan™, we help set you on the right path ― a comprehensive seven-part plan that incorporates your entire financial picture, helping protect your assets and move you toward tax-free retirement income so you can enjoy your Arizona lifestyle.
For more than 26 years, we have served high-net-worth individuals, families, and businesses throughout the Quad-City area, spanning Prescott, Prescott Valley, Chino Valley, and Dewey/Humboldt. We also serve clients in the Verde Valley, including Cottonwood and Sedona.
Submit a request, call or visit us at our 700 S. Montezuma Street office — located five blocks south of the Courthouse Plaza — for a free introductory consultation to learn how our team of tax, financial, and estate planning professionals can help create a path toward tax-free retirement income.
Hosler Wealth Management – Prescott Office
700 S. Montezuma St. • Prescott, AZ 86303 • 928-778-7666
A True Partner to the Prescott-Area Communities
Service is at the heart of all we do. We not only serve the financial needs of our clients in Prescott and surrounding communities, but we give back to local charities with our time, talent, and resources. We are proud to partner with and support these nonprofits in the region.
How Our Team Helps Residents of Prescott Prosper
Working with you on your customized Foundational Financial Plan™, our Prescott financial professionals utilize a wide range of tax reduction strategies and investment vehicles to create income that lasts the rest of your life:
- Roth IRA & Roth 401(k) Plans
- Roth Conversions
- 1031 Exchanges & Delaware Statutory Trusts
- Life Insurance Retirement Plans
- Asset-Based Long-Term Care Plans
- Pros & Cons of a Reverse Mortgage
- Health Savings Account (HSA)
- And more!
What to Expect with the Foundational Financial Plan™
Meet Our Prescott Advisory Team
Led by Bruce Hosler, EA, CFP®, CPWA®, AIF®, CEPA® — a financial thought leader, author, and speaker — our team of wealth management, financial planning, and tax professionals has served Prescott and the greater Northern Arizona region since 1997.
Bruce Hosler
Founder & Principal
Wealth Manager
EA, CFP®, CPWA®, AIF®, CEPA®
Jason Hosler
Wealth Manager
CEPA®
Cody Teeples
Wealth Manager
Laura Hosler
Executive Director
Sara Lanoue
Client Service Manager
Zed Leppanen
Paraplanner
Amber Rose Florence
Tax Professional
James Haynes
Tax Professional
Chad Hosler
Director of Communications
Extra Support from a Trusted Financial Partner
In addition to our team in Prescott, we partner with Commonwealth Financial Network®, a leading Registered Investment Advisor-Broker/Dealer, to connect our clients with a breadth of additional expertise, advice, and resources to meet their financial goals.
For the tenth straight time – J.D. Power ranks Commonwealth:
“#1 in Independent Advisor Satisfaction Among Financial Investment Firms”*
*Commonwealth received the highest score among independent advisors in the J.D. Power 2010, 2012, 2013, 2014, and 2018‒2023 U.S. Financial Advisor Satisfaction Studies. Presented on July 5, 2023, for December 2022 to April 2023, it is based on responses from 4,183 advisors employed by or affiliated with the firms included in the study. Not indicative of the firm’s future performance. Your experience may vary. Study is independently conducted, and the participating firms do not pay to participate. Use of study results in promotional materials is subject to a license fee. Visit jdpower.com/awards for more details.
