Our staff members not only have the knowledge and experience to help you pursue your financial goals, but they happen to be extremely great folks, too! We are always ready to address your concerns, to answer your questions, and to put you at ease.

Bruce is the founder and principal of Hosler Wealth Management LLC. He has been in practice in Prescott since January 1997. His primary focus has been on retirees, using strategies to lower their taxes and protect and preserve their wealth. 

Using a consultative wealth management process, Bruce combines his tax knowledge as an Enrolled Agent (EA) and his financial planning knowledge as a CERTIFIED FINANCIAL PLANNER^™ Professional to provide synergistic advanced planning strategies for his clients.

Bruce is active in the Boy Scouts and is an avid golfer and outdoorsman. He enjoys the Prescott area and all it has to offer. He and his wife, Lynn, live in Prescott where they are raising their four children.  And, yes, they have a dog—her name is Belle.

Stephanie is in charge of financial services administration here at Hosler Wealth Management LLC. She is key in ensuring that all of our investment clients' financial details are handled. Her wonderfully friendly attitude, her English accent, and her eye for detail make her central to the level of quality service our clients receive. Our clients know they are well cared for when it comes to their financial investments with Hosler Wealth Management LLC.  Stephanie is an Enrolled Agent (EA), a Registered Paraplanner™ and holds a series 7 general securtities registration.

Stephanie oversees all of the back office support for our clients' investment accounts, including trade details, financial calculations for required minimum distributions (RMDs), and assistance with planning for your income needs in retirement. If you ever need information or assistance with your investments, Stephanie is the person to see.

Sarah is an accomplished Tax Accountant.  She is an Enrolled Agent (EA)  and helps Bruce with all of the IRS representation issues.  Sarah works closely with many of our key clients in preparing and planning for issues on their tax returns.  Sarah work full time with us during the tax season and then part-time during the off season.  She is a great team player and loves to work through all of our tax research questions.  Sarah likes to camp, hike and relax with her husband Tom, and her Labrador Retreiver Bailey.