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.
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.
"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
Where we've been, and where we're going, in the words of our owners.
Social Security can feel complicated and intimidating. Here’s your complete guide to learning and understanding what it is, how it works, and when to claim it.
At the start of every calendar year, we see the major financial institutions providing their ‘outlook’ for the markets. Usually, the outlooks are hedged by not being too divergent from consensus, but nonetheless, they all must predict something, knowing that if their thesis comes true, they can lay claim to have made the right call.
In today’s episode, we are going to take a deep dive into one of the best tax planning strategies out there: Roth conversions… and why this year, through 2025, is an opportune time to consider implementing them. Also, we are going to describe the ideal investor profile who would be best positioned to implement a Roth conversion strategy.
Happy New Year! The end of the year is all about reflection and the beginning of the year is all about looking forward. With that spirit in mind, today is a good day to think about looking ahead and what that means in finance.
Our Favorite Reads of 2022Howe & Rusling StaffNeed a good book to read over the holidays or inspiration for your 2023 reading list? Check out our employees' favorite reads from this year!Adrift: America in 100 Charts by Scott Galloway The book includes 100 graphs...
It’s been a tough year to be an investor in the markets, and it’s been a particularly weird one to be a bond investor. Sure, people are used to seeing the stock market behave erratically, but bonds? Those are those stable, boring things for risk-averse people, right?
It pays dividends to be financially literate.
We love becoming your friend; learning about your family and your life, above and beyond simply managing your wealth.
Ready when you are.