fbpx

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.

j

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.

R

Employee-Owned

R

Woman-Owned

R

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.

Top 5 Reasons to Have a Will

Top 5 Reasons to Have a Will

Having a will is one of the most important things you can do to avoid added stress on families during an already emotional time. Not only can a will legally protect your spouse, children, and assets, but it specifically outlines how you would like your estate distributed and ensures your estate will not end up in the wrong hands

Street$marts: Credit Card Rewards and How to Think About Them

Street$marts: Credit Card Rewards and How to Think About Them

If you are using a debit card, you’re spending money and not getting anything back in return. It’s like paying with a check. When you use a credit card though, every time you pay for shopping online, eating at a restaurant, groceries, or other day-to-day expenses, you’re likely earning valuable points and miles that can be used in a variety of ways!

Market Outlook Summer 2022

Market Outlook Summer 2022

Double, double whammy. After two years of endless concern from a once-a-lifetime pandemic (let’s hope), and the clouds just starting to part, barely, we get hit with an unruly market bent on testing our already fragile mindsets; Double Whammy #1.
If this isn’t enough, let’s toss in inflation exhibiting the endurance of a marathon runner, coupled with rising interest rates increasing borrowing costs to businesses and consumers with higher rates on mortgages, car loans, credit cards, home equity and improvement loans, and personal loans of all types. When you can’t buy a new home, or a car, because of limited supply, now you can’t afford them from a budget perspective. Double Whammy #2.

Market Insights: Calling a Recession

Market Insights: Calling a Recession

When GDP growth slows and extreme volatility plagues the market, we are often confronted with a familiar question…are we headed for a recession or are we already in one? The usual definition of a recession may make it seem clear-cut: two consecutive quarters of contracting GDP. However, to the “recession referees” of the National Bureau of Economic Research’s Business Cycle Dating Committee, the real definition is a little more nuanced.

Helpful Tips from H&R: Should You Buy Now, Pay Later?

Helpful Tips from H&R: Should You Buy Now, Pay Later?

BNPL stands for Buy Now Pay Later. In a BNPL transaction, the consumer pays for the transaction amount in smaller increments over time until the total transaction amount is reached. Over the past several years, BNPL has taken share from more traditional payment methods in the global payments ecosystem. BNPL is often marketed as a new payment method. However, it is merely a simple repackaging of an old idea – installment payments.

Street$marts – Five Ways to Raise Financially Savvy Kids

Street$marts – Five Ways to Raise Financially Savvy Kids

You’ve probably read an article on the trendy “Things I Wish I’d Learned in High School.” Popular choices include basic finance like budgeting, how to use credit, saving and investing. While these topics may very well be valuable if taught in high school, you’ll give your kids a stronger foundation if you start them much younger. Follow these tips and they’ll be the ones teaching their high school peers all about the Benjamins.

It pays dividends to be financially literate.

Ready when you are.