Empowering
your journey
to wealth and
well-being
Holistic wealth management with heart
Howe & Rusling is a full-service wealth management firm that provides financial planning, investment management, estate planning and tax strategy. We believe in a holistic, data-driven approach to evaluate and optimize your financial well-being.
Our process begins with fully understanding what you want most out of life. Using sophisticated tech and in-depth analysis we’ll collaboratively create a strategic roadmap to help you achieve more with your money.
For less uncertainty and more time for what really matters
CLIENT RETENTION RATE
BILLION
ASSETS UNDER
MANAGEMENT
YEARS IN BUSINESS
EMPLOYEE-OWNED
(WOMAN & VETERAN
OWNED, TOO)
“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, CFP®
VICE PRESIDENT, WEALTH MANAGER
“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
“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, SENIOR OPERATIONS MANAGER & CHIEF COMPLIANCE OFFICER
“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.”
DYLAN POTTER, CFA, CFP®
VICE PRESIDENT, SENIOR WEALTH MANAGER
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 and fiduciary standard 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.
Latest from beyond the bell
- All Post
- Articles
- Beyond the Bell
- Client Services
- Financial Planners
- Investments
- Leadership Team
- Operations & Marketing
- Reports
- Street$marts
- Team
- Wealth Managers
February 13, 2026Vice President and Senior Wealth Manager Dylan Potter, CFA, CFP®, shares lessons gathered over decades of experience in leadership and investing. Influenced by thinkers such as Warren Buffett, Charlie Munger, and Morgan Housel, he offers reflections on optimism, discipline, and the value of staying grounded through change—principles that guide not only investing but life itself.
- All Post
- Articles
- Beyond the Bell
- Client Services
- Financial Planners
- Investments
- Leadership Team
- Operations & Marketing
- Reports
- Street$marts
- Team
- Wealth Managers
February 6, 2026In a world full of complex investment ideas, simplicity still has power. Eric Udvari, CFP®, CPWA®, AAMS®, Wealth Manager explains why portfolios built around stocks, bonds and ETFs continue to provide meaningful diversification and transparency for long-term investors. This video explores how interest-rates, market cycles and disciplined portfolio construction all play a role in managing risk — while keeping focus on client goals.
January 30, 2026Our 2026 Investment Outlook examines the forces we believe are most likely to shape markets in the year ahead—from the evolution of AI investment and productivity gains to labor market dynamics, inflation trends, and the shifting stance of fiscal and monetary policy. We explore where risks may be building, where opportunities may be broadening, and how disciplined portfolio positioning can help navigate an increasingly complex environment.
January 23, 2026If you're just starting to think about your financial future, the world of retirement savings can feel overwhelming. There are so many acronyms and account types: 401(k)s, IRAs, HSAs… the list goes on. One term you might come across is “Roth IRA.”
Subscribe for helpful financial insights.
E. 1930 – New York | he***@************ng.com© 2026 HOWE & RUSLING | ADV PART 2 | ADV PART 3 | LEGAL | PRIVACY POLICY
