7400 E Pinnacle Peak Rd
Scottsdale, AZ 85255
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. We have a number of ways to serve and accommodate you for your convenience; via phone call, email or (Zoom) video conferencing with screen share technology.
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Investment Advisor Representative
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Additional Details on Charges
Bachelor of Science in Business Administration - Business Administration
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Commonwealth Financial Network ADV 2A
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