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
December 9, 2025We’re honored to be featured in Financial Planning’s latest article: “The Oldest RIAs Are 85. How Did They Become a $144T Industry?” by Chief Correspondent, Tobias Salinger. As the article notes, Howe & Rusling is proud to be recognized for our 85-year legacy of fiduciary care and client-first values as the oldest independent RIA focused on retail wealth management in the country. In 1941 Winthrop Howe and Lee Rusling registered with the SEC — in part because they believed in doing what’s right. That belief still guides us today.
- All Post
- Articles
- Beyond the Bell
- Client Services
- Financial Planners
- Investments
- Leadership Team
- Operations & Marketing
- Reports
- Street$marts
- Team
- Wealth Managers
December 5, 2025Saving and investing can feel overwhelming when life gets busy. Automatic savings and investing strategies are a couple of ways that may help simplify the process, promote consistency, and support long-term wealth building— in an effort to help reduce stress about daily money management.
November 28, 2025Why do losses often feel more painful than gains feel rewarding? It’s called negativity bias—and it can influence how we view markets, decisions, and even our memories. In our newest article, Jordan Eich, CFP®, reflects on how investor psychology shapes our experience and why recognizing the goodness of now may be more important than ever.
November 24, 2025What should you do if an inflation refund check arrives for a deceased loved one? Mary Grace Graniero, CPA, CFP®, Financial Planner at Howe & Rusling, offers helpful insights in a recent WROC news feature. Watch the video for how to navigate this situation with care.
Subscribe for helpful financial insights.
E. 1930 – New York | he***@************ng.com© 2025 HOWE & RUSLING | ADV PART 2 | ADV PART 3 | LEGAL | PRIVACY POLICY
