Bruce Hosler of Hosler Wealth Management LLC., named to Forbes' Best-In-State Wealth Advisor list in Arizona for 2021.
This makes the fourth consecutive year that Bruce Hosler has made the distinguished list in the great state of Arizona.* “On behalf of Hosler Wealth Management, I am honored and humbled to have been named to this prestigious list—we express gratitude to our many clients who have entrusted us with more than their assets during these unprecedented times; we have been entrusted with their future. We are committed to
providing the highest quality of financial and
estate planning, helping our clients move to a
Hosler Wealth Management specializes in tax reduction strategies by combining advanced tax planning , investment management, and financial and estate planning services. For over a decade, Bruce Hosler has been a member of Ed Slott’s Master Elite IRA Advisor Group, an exclusive group of advisors for retirement distribution planning expertise. Find out how you too, can experience this high level of advice. Give our offices a call today!
You can reach us at: info@hoslerwealthmanagement.
Prescott Office: (928) 778-7666
Scottsdale Office: (480) 994-7342
*The 2021 ranking of the Forbes’ Best–in–State Wealth Advisors(1) list was developed by SHOOK Research and is based on in-person and telephone due–diligence meetings to evaluate each advisor qualitatively and on a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria (including assets under management and revenue generated for their firms). Overall, approximately 32,725 advisors were considered, and 5,000 (approximately 15.3 percent of candidates) were recognized. The full methodology(2) that Forbes developed in partnership with SHOOK Research is available at www.forbes.com.
(1) This recognition and the due-diligence process conducted are not indicative of the advisor's future performance. Your experience may vary. Winners are organized and ranked by state. Some states may have more advisors than others. You are encouraged to conduct your own research to determine if the advisor is right for you.
(2) Portfolio performance is not a criterion due to varying client objectives and lack of audited data. SHOOK does not receive a fee in exchange for rankings.