We’re here to help make you smarter, stronger, and wealthier.

Financial savviness translates to life savviness. If you’re smart, you’re prepared. And if you’re prepared, you are ahead of the game.

Choose a team to stand beside you, and your strength multiplies. We are comfortable being a shoulder to lean on, and in fact we expect it.

No, money isn’t the answer to hardly anything. But the most powerful thing that money buys is freedom. And with freedom comes fulfillment.

Did you know that wealth among brothers is more correlated than height or weight? So, if you are tall and rich, your brother is more likely to also be rich than he is tall. 

 

– Morgan Housel, The Psychology of Money 

Your relationship with money is a deep seated one. The way you feel about it likely cannot be separated from your upbringing—your genetics even.

Suffice it to say—it’s highly personal, which is why our approach to wealth management is, too.

Everyone has different questions, different pain points, and different desires.

But regardless of where you are in life, we believe there is something we can do today to help you invest in your tomorrow.

 

This means that money, and the way a person thinks about it, is about as emotionally complex as it gets. 

We listen

Intently. Getting to know you and what makes you tick is maybe our favorite part; it helps us understand what you are looking to achieve and where we can add value.

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We PLAN

Comprehensively. We believe in the power of putting pen to paper to develop a plan. And this part is collaborative; you know your values better than anyone, but we can use our expertise to set priorities and figure out the best path forward.

We WORK

Relentlessly. So that you can spend your time doing what you love and rest assured that we are doing everything in our power to invest in your tomorrow.

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Employee-Owned

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Woman-Owned

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Veteran-Owned

"We want our Howe & Rusling team to be relentless and competitive in our pursuit of being better tomorrow than we are today. And I’m very proud of the group today—we have a great mix of experience and energy."

Craig Cairns, President and Majority Owner

"There’s truly nothing greater than when a client seeks our counsel during a life changing event, knowing that we’re their trusted source to help them through that time."

Mary Lisa Sisson, Vice President, Director of Client Service and Owner

“I love being a part of small, agile team. It’s an environment where the best ideas rise to the top and are implemented for our clients, no matter where they may originate from. As Harry Truman said, ‘It’s incredible what can happen when you don’t care who gets the credit.’”

Dylan Potter, CFP®, Vice President, Wealth Manager and Owner

"I have always loved diving into the data. I enjoy turning that data into useful information, and leveraging that information to help accomplish a vision."

Emily Lambert, IACCP®, Vice President, Operations and Chief Compliance Officer and Owner

"A firm is only as good as its staff, and I look around and I see who we are, and it's a very exciting place to be. I see nothing but positive opportunities for the firm and for our clients."

Casey Ryan, Vice President, Senior Wealth Manager and Owner

"I want to work with women to help them become more financially literate, independent, and proud. And to do it alongside a team I feel so confident in is a great source of pride."

Sarah Swan, Vice President, Wealth Manager and Owner

We love becoming your friend; learning about your family and your life, above and beyond simply managing your wealth.

Where we've been, and where we're going, in the words of our owners.

Market Outlook Winter 2022

Market Outlook Winter 2022

On our minds for early 2022 are several things – the pandemic, interest rates, and inflation. These will all be critical, near-term influences on the markets. We will address each in this Outlook.

Comfortable Being Uncomfortable

Comfortable Being Uncomfortable

Just like Ranger School, in investing and financial planning, an above average ability to cope with misery is a core principle that will govern most of your long-term results.

2022 Tax Guide for Gifting

2022 Tax Guide for Gifting

As we start off the New Year, it’s never too early to start thinking about gifting strategies. Whether you plan on making gifts to charity or to loved ones, here are a few things to be thinking about.

Street$marts: A Year End To-Do List

Street$marts: A Year End To-Do List

As we start creating our to-do list for preparing for family gatherings, gift giving, and other festivities, we also think it’s important to create a financial check list before we ring in the New Year.

Street$marts: Retirement options for the self-employed

Street$marts: Retirement options for the self-employed

Today’s Street$marts is geared towards the self-employed: those individuals not earning a traditional paycheck from an employer in which a portion is automatically contributed to a 401k. You are your own boss! So the onus is really on you to get some sort of retirement plan rolling, and the landscape looks a bit different.

It pays dividends to be financially literate.

Ready when you are.