Talk with Bruce

Bruce Hosler

Wealth Manager

  • EA
  • CFP®
  • AIF®
  • CEPA®
  • CDFA®
“I’m extremely fortunate that my work is my calling: I’m passionate about helping people create a better future. “

Background

Bruce is the founder and principal of Hosler Wealth Management, LLC. He has been in practice in Prescott since January 1997. His primary focus has been serving retirees and those who have lost their spouses (widows and widowers), using strategies to help lower their taxes, and protect and preserve their wealth.

Using a consultative wealth management process, Bruce combines his tax knowledge as an Enrolled Agent (EA) and his financial planning knowledge as a CERTIFIED FINANCIAL PLANNER professional to provide synergistic advanced planning strategies for his clients.

Bruce has been recognized as a Leaders Level Advisor for many years, most recently 2019- A distinction based on annual production attained by just 7 percent of advisors affiliated with Commonwealth Financial Network. Each year, Commonwealth, the Registered Investment Adviser-broker/dealer that helps us process investment transactions on your behalf, recognizes Leaders Level advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Leaders 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 is an avid golfer and outdoorsman. He enjoys the Prescott area and all it has to offer. He and his wife, Laura split time between Prescott and Scottsdale so they can support clients in both offices. Bruce is a dedicated father of five grown children. He loves to spend time with them and with his grandchildren.