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.
Bruce Hosler is dually registered as a registered representative and investment adviser representative of Commonwealth Financial Network. In these roles, Bruce Hosler is able to offer two types of accounts: brokerage accounts and asset management accounts. When serving as your advisor on a brokerage account, Bruce Hosler is required to act in accordance with the requirements of Regulation Best Interest (Reg BI). When serving as your advisor on an asset management account, Bruce Hosler is required to act in a fiduciary capacity.
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Investment Advisor Representative
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Bachelor of Science in Business Administration - Business Administration