Discover Your Path Toward a Tax-Free Retirement in Scottsdale
A Foundational Approach to Wealth Management in Greater Phoenix
Hosler Wealth Management boasts an experienced team of tax and financial professionals in Scottsdale that provides discerning clients with highly personalized financial planning advice and advanced tax reduction strategies with the goal of building a tax-free retirement.
We help set you on the right path with our signature Foundational Financial Plan™ ― a comprehensive seven-part plan that incorporates your complete financial picture; helps to protect your assets, and potentially creates tax-free retirement income so you can enjoy your Arizona lifestyle.
Since 1997, we have served high-net-worth Arizona individuals, families, and businesses in Scottsdale, Cave Creek, Carefree, Paradise Valley, Phoenix, and across the Valley of the Sun.
Submit a request, call or visit our North Scottsdale office on E. Pinnacle Peak Road — located only a few miles north of Loop 101 off Scottsdale Road — for a free consultation to learn how our team of tax, and financial planning professionals can help get you on your path toward tax-free retirement income.
Hosler Wealth Management – Scottsdale Office
7400 E. Pinnacle Peak Rd., Suite #100 • Scottsdale, AZ 85255 • 480-994-7342
Who We Help
Tax Planning
Tax Strategies
Professionals
Long-Term Planning
Business Owners
Growth/Exit Strategies
Nearing Retirement
Preparing to Retire
Enjoying Retirement
Living the Good Life
How We Help Move You Toward Your Tax-Free Future in Scottsdale
Utilizing your customized Foundational Financial Plan™, our Scottsdale financial professionals deploy a wide range of tax reduction strategies and investment vehicles to create lifetime income:
- 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 Scottsdale Advisory Team
For more than 26 years, Bruce Hosler, EA, CFP®, CPWA® AIF®, CEPA® — a financial thought leader, author, and speaker — has led our team of wealth management and financial planning professionals serving Scottsdale and the Greater Phoenix Arizona Area.
Bruce Hosler
Founder & Principal
Wealth Manager
EA, CFP®, CPWA®, AIF®, CEPA®
Alex Koury
Wealth Manager
CFP®, CEPA®
Jason Hosler
Wealth Manager
Laura Hosler
Executive Director
Dana Churella
Client Service Associate
Zed Leppanen
Paraplanner
Jason Bisdorf (JB)
Tax Professional
Quinn Simmons
Office Administrator
Extra Support from a Trusted Financial Partner
In addition to our Scottsdale team, we partner with Commonwealth Financial Network®, a leading Registered Investment Advisor-Broker/Dealer, providing our clients with a breadth of additional expertise, advice, support, 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.
