Step 1: Watch the short video below
How Retirees Like Bill Can Potentially Keep an Extra $300,000 From the IRS
Step 2: Schedule your consultation
Click to Schedule Your Complimentary ConsultationDistinguished by Forbes as a Best-In-State Wealth Advisor and Wealth Management Team in Arizona
Led by Bruce Hosler, EA, CFP®, CPWA®, AIF®, CEPA®, our close-knit team of financial, estate, investment and tax professionals serves clients from offices in Scottsdale and Prescott, Arizona.
2018 – 2025
*2018-2025 Forbes Best In State Wealth Advisors, created by SHOOK Research. Presented in April 2025 based on data gathered from June 2023 to June 2024. Not indicative of advisor’s future performance. Your experience may vary. For more information, visit.
2025
2025 Forbes Best-In-State Wealth Management Teams, created by SHOOK Research. Presented in Jan 2025 based on data as of March 2024. 11,674 Management Teams were considered, approximately 5,300 teams were recognized. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit.
Our team’s professional designations
