Hosler Wealth Management

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Hosler Wealth Management And, leave your children with Tax-Free legacy income for life should you desire. We keep our clients’ best interests at heart.

Comprehensive Wealth Management Services Offered in Prescott and Scottsdale, Arizona:
* Investment Management
* Tax Planning and Preparation
* Retirement Income Planning
* Estate Planning
* Financial Planning A Wealth Management Firm in both Scottsdale & Prescott
Hosler Wealth Management’s collaborative team of financial, estate, investment, and tax professionals provides personalized advice to high-net-worth individuals and families using a comprehensive approach that considers every aspect of your financial life. We do this by providing strategies to reposition your assets from taxable and tax-deferred vehicles to tax-free vehicles that can generate tax-free income during your retirement to protect against future higher tax rates. A Complete Approach to Financial Planning & Building Your Tax-Free Retirement At Hosler Wealth Management. Our integrated plans encompass Financial Planning, Wealth Management and Tax Services (https://www.hoslerwm.com/services/) so you know where you stand, allowing you to make financial decisions with confidence.

09/13/2026

They're the stories shared, lessons taught, traditions carried forward, and memories made along the way.

Today, we celebrate the grandparents who have helped shape our families—and the legacies they continue to pass from one generation to the next.

Happy Grandparents' Day from all of us at Hosler Wealth Management. ❤️

09/11/2026

September 11 reminded us how fragile life is, but September 12 showed us how powerful we are when we stand together.

We don't have to wait for a tragedy to look out for one another. Big impact starts with small local acts right where you live.

Drop a comment and shout out a local organization, a helpful neighbor, or a small act of kindness you’ve witnessed in your town recently. Let’s map out some good news.

09/07/2026

Celebrate your Labor Day by reflecting on the hard work that builds your family's future.

This message honors the dedication required to reach long-term financial planning milestones while proritizing time with loved ones. We appreciate the effort you put into securing your future and navigationg the path toward your retirement goals.

Reach out to our team if you need guidance on your next financial step. https://www.hoslerwm.com.

Happy Labor Day 2026!
09/07/2026

Happy Labor Day 2026!

08/28/2026

What happens when money is left over in a 529 plan?

Changes to the rules have created new possibilities for how certain unused 529 funds may be used—including the potential for eligible funds to be rolled into a Roth IRA, subject to specific requirements and limitations.

And that's not the only way 529 plans are evolving.

In Episode 79 of Protecting & Preserving Wealth, Bruce Hosler, Jason Hosler, and Alex Koury discuss The New Uses for 529 Plans and some of the planning opportunities families should know about.

🎧 Watch or listen to the full episode:
https://www.hoslerwm.com/podcast/the-new-uses-for-529-plans/

529-to-Roth IRA rollovers are subject to eligibility requirements, contribution limits, and other restrictions. Consult your financial and tax professionals regarding your individual circumstances.

07/04/2026

05/25/2026





05/15/2026


05/10/2026

Address

700 S Montezuma Street
Prescott, AZ
86303

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+19287787666

Website

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