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)
“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 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, OPERATIONS AND 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, 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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September 6, 2024The Olympic Games gathers attention from around the world and billions of eyes turn their attention to one stage where the top athletes compete for the title of being the best. These athletes are committed to improving every part of themselves and their routine to ensure victory. But not everyone can be the greatest athlete of all time, some of us just need to find a way to save for the next vacation or pay off student loans. Many people feel anxiety about their financial situation but there might be something to learn from these athletes who rise to the…
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August 23, 2024Have you been receiving phone calls from numbers you don’t recognize? Has your email inbox been filling up with scams? As a college student with an active life in my community, I am constantly being bombarded by scammers every day. These scams are disguised through false marketing campaigns, illegitimate school or work emails, or some other entity that is personalized to me, such as my doctor’s office or friends and family.
August 21, 2024One of the questions we get here often is about the differences between bond funds and individual bonds. While both are a great way to add some fixed income exposure to your portfolio, you’ll want to understand six key differences between the two so you can decide which is the right investment tool for you.
August 9, 2024Any time the market makes big moves, specifically big negative moves, people are going to try to find the “why” behind the price action. It’s human nature. We love to find patterns and meaning. As I have said before, it is a worthwhile practice to understand the reason for market moves because it can demystify them and make them more bearable. However, it can also be a source of anxiety to be steeped in headlines which are designed to manipulate emotions. There has been no shortage of headlines in the last two weeks. Last week we had the Federal Reserve…
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