COVID-19, Our Response *During these difficult and uncertain times, we can accommodate meeting
with you in a variety of ways; via phone call, email, or with (Zoom) video conferencing and
screen-sharing technology. Your safety and comfort will always remain very important to
At Hosler Wealth Management (HWM), we know you work hard for your money. That's why we take our responsibility as your financial advisor so seriously. We're here to help you get better results than you would on your own.
Our secret weapons? Tax planning for life, combined with financial planning, IRA & Retirement Planning, and Investment Management with Estate Planning - together provide a holistic solution towards pursuing your financial and life goals.
When working with HWM, you'll experience our proprietary approach to helping you plan for your future. You can expect prudent financial planning; advanced tax strategies; and an integrated customized financial plan that addresses the most important aspects of your life.
Firm Start Year
Name of Broker/Dealer
Name of Custodial Firm
States Licensed in
Years of Experience in Financial Services
Number of Years with Current Firm
I work with the following types of clients
I can meet clients in the following ways
Investment Advisor Representative
I am an acknowledged fiduciary
Compliance Disclosures in Last 5 years
Criminal Disclosures in Last 5 years
Certifications, Accreditations & Designations
Financial Organization Memberships
Non-Financial Organization Memberships
Minimum Portfolio Size for New Managed Accounts
Additional Details on Charges
Bachelor of Science in Business Administration - Business Administration