Bachelor of Science in Business Administration

Bruce Hosler - Financial Advisor in Scottsdale, AZ | WiserAdvisor.com

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 
us. 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.
 
More information is available in <a href="https://assets.ctfassets.net/a320zjmb1inn/2i7OtNINj5zCRE0BsKWBSC/4b17ef9e2d59f665bdba69ae14e607aa/Form-CRS-Online.pdf">Commonwealth&rsquo;s Form CRS</a>.

Hosler Wealth Management

Alex, a CFP&reg;, 
professional and Wealth Manager, has worked in the 
financial services industry for over 11 years as a 
financial advisor and CERTIFIED FINANCIAL PLANNER&trade; 
professional. He holds Series 7,9,10 &amp; 66 securities 
licenses-and is a Registered Representative with 
Commonwealth Financial Network&reg;.

Alex holds his insurance license in the state of Arizona, 
California, Nevada and Georgia: life, health, disability, 
fixed and variable annuities. Alex has been affiliated 
with Commonwealth for the last 3 years and with knowledge 
and experience of all things (Commonwealth) which is best 
of class. Alex is a graduate from Regis University in 
Denver, Colorado with two degrees; Bachelor of Science in 
Finance and a Bachelor of Science in Economics. 

Giving back is essential to Alex, he frequently 
volunteers at homeless shelters and teaches financial 
literacy courses to empower individuals and families.

As a wealth manager, Jason works closely with clients to 
implement and 
administer our wealth management process. 
He is a primary service advisor for many of our clients 
and provides depth and energy to our team. He has been 
with the firm for 9 years. 

He is an Enrolled Agent (EA) and holds FINRA Series 7 and 
66 securities through Commonwealth Financial Network&reg;. He 
brings a technological edge to the firm and helps many of 
our clients stay current in the fast-moving age of 
technology. 

Jason grew up in Prescott and enjoys all it has to offer. 
He is an avid outdoors man and a golf enthusiast. He and 
his wife Ashley, love to travel, read and spend time with 
their adorable daughter, Emma. They have two cats and a 
very personable boxer named, Ella.

Laura had an administrative career at the Mayo Clinic 
in 
the Radiation Oncology department prior to joining her 
family at Hosler Wealth Management. She brings with 
her 
not only her vast experiences with the renowned Mayo 
Clinic; but many years working as a Financial Aid 
Administrator in Higher Education where she served a 
large student body population adhering to Federal, 
State, 
and Institutional regulations. Laura is a veteran of 
the 
United States Air Force as well. 

Laura is focused on serving as an office administrator 
for 
HWM helping out with client and staff needs. She 
brings 
her compassion for helping others and attention to 
detail 
to the firm. She enjoys spending quality time with her 
husband Bruce and their family.

Bobby is an Enrolled Agent (EA) and the Tax Manager at 
HWM. 
He 
is 
an 
ASU Accounting graduate and has been developing his 
career in the trade ever since. He has over 16 years 
of 
tax and accounting experience working with larger 
regional firms in the Phoenix area which gives our 
firm 
an added depth of bench regarding tax preparation and 
compliance for our clients. 

He loves working with clients and finds a great deal 
of 
satisfaction in solving their tax problems. We are 
fortunate to have his experience and expertise on the 
HWM 
team.

Zed comes to Hosler Wealth Management with 7 years 
business 
accounting experience, as well as 15 years administration 
and manufacturing expertise. His Paraplanner designation 
(FPQP) enables him to support each of the financial 
advisors at Hosler Wealth Management. His research and 
attention to data entry is extremely valuable to the 
financial planning process.
His background includes 
music, technology, and general accounting. He served as 
the 
accountant for a local small manufacturer where he gained 
extensive knowledge in the areas of overhead management, 
international customs and account management. Zed enjoys 
putting the pieces together with a dedication to 
excellence 
and integrity in every situation.  In his spare time, Zed 
can be found playing music and learning to speak Korean.

Sara comes to us with 20 years of experience serving 
customers in the magazine and media industry. Her 
position of administrative support, customer 
relations, 
and event coordination suit her outgoing personality; 
which makes her a valuable asset to HWM and our 
clients. 
Sara is often the initial point of contact for our 
clients offering her tremendous skill-set in 
assisting, 
guiding and directing them. 

Sara relocated to the Prescott area in 2000 from Iowa. 
She has two children, Chance, and Ryanne, both of whom 
occupy a large portion of her time outside of work.

What if every big financial decision you made had the 
benefit of tax planning as well as financial expertise? 
You would probably end up paying less in taxes which 
would help you save more for your future. 

Our complete approach helps ensure your blind spots are 
minimized, your tax situation is optimized and your 
financial future is more predictable.

Our mission is to help you secure your future and avoid big 
mistakes. We work with you closely to understand your 
needs, clarify your goals and learn your preferences.

At HWM, we prioritize the security of your assets; that's 
why we don't hold or take possession of your money.

Hosler Wealth Management

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