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.
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April 17, 2026In this article, Dylan Potter, CFA, CFP®, Vice President, Senior Wealth Manager, explains the probate process in New York and what happens to assets after death—whether or not a will is in place. He explains the New York probate process, executor responsibilities, and common estate administration challenges. He also shares practical planning considerations that may help families stay organized and prepared.
- All Post
- Articles
- Beyond the Bell
- Client Services
- Financial Planners
- Investments
- Leadership Team
- Operations & Marketing
- Reports
- Street$marts
- Team
- Wealth Managers
April 10, 2026In this article, Andrea M. Gray, Esq., Vice President, Estate Strategies, outlines seven common estate planning mistakes that can weaken an otherwise strong financial plan. From failing to create a plan at all to overlooking beneficiary designations and incapacity documents, she explains how gaps in estate planning can create unnecessary court involvement, tax inefficiencies, and administrative burdens. This overview offers insight into how estate planning may be considered alongside other components of a holistic wealth strategy.
April 3, 2026What Is Taxable Income? Taxable income is the amount of your earnings that the government uses to calculate your income tax. It’s not necessarily the same as your total income (or gross income). After adjustments, deductions, and credits are applied, what remains is your taxable income — and the lower it is, the less tax you typically pay. The federal tax system (through the IRS) and most states start with your Adjusted Gross Income (AGI) and then apply deductions and credits to reach your taxable income. (IRS) Lowering taxable income may: Strategies to Lower Taxable Income Here are several common strategies individuals can use to...
March 27, 2026In this article, Jordan Eich, CFP®, Wealth Manager, provides an overview of how the escalating Iran conflict may be influencing global markets. He examines key factors such as rising oil prices, potential inflationary pressures, and evolving geopolitical risks. The piece also explores how different conflict scenarios could affect economic conditions, while offering historical context on how markets have responded to similar events.
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