Our History - Header

 

Bruce Hosler opened for business in Prescott in January 1997. He started working with small business owners, focusing on accounting, taxes, and strategic business planning.

As the firm grew and staff members were added, additional services were offered, including full tax planning, tax preparation, financial planning, and investment management. The Prescott area has become a mecca for retirees, prompting the firm to specialize in retirees and their tax and financial challenges.

In December 2004, Bruce chose to partner with Commonwealth Financial Network®, one of the preeminent independent broker/dealers in the United States. This alliance with Commonwealth ensures that clients receive a wide variety of independent investment choices to complement their goals. It also helps the company to best serve clients in a seamless and efficient manner by providing back-office, investment, and technology support.

Today, Hosler Wealth Management, LLC, is one of the preeminent independent wealth management firms in the state of Arizona.