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

0 %

CLIENT RETENTION RATE

$ 0

BILLION

ASSETS UNDER
MANAGEMENT

0

YEARS IN BUSINESS

0 %

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.”

    red-line-two-straight

    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.”

    red-line-two-straight

    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.”

    red-line-two-straight

    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.”

    red-line-two-straight

    DYLAN POTTER, CFA, CFP®

    VICE PRESIDENT, SENIOR WEALTH MANAGER

  • “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.”

    red-line-two-straight

    Craig Cairns

    President and Majority Owner

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$marts
  • Team
  • Wealth Managers
Street$marts: Ways to Lower Your Taxable Income as a W2 Employee 

June 27, 2025

Today we are going to explore some strategies tailored specifically to W-2 employees to minimize their tax burden while maximizing their financial health. Navigating the realm of taxation can often feel like a daunting task. However, there are several straightforward methods available to employees to actively lower their taxable income, thereby retaining more of their hard-earned dollars.

  • All Post
  • Articles
  • Beyond the Bell
  • Client Services
  • Financial Planners
  • Investments
  • Leadership Team
  • Operations & Marketing
  • Reports
  • Street$marts
  • Team
  • Wealth Managers
Avoiding AI-Powered Fraud in 2025: What Investors Need to Know

June 20, 2025

The digital world has brought incredible convenience to our lives—from online banking to real-time investment tracking. But with these advancements come new and evolving cybersecurity threats, many of which specifically target retirees and high-net-worth individuals. Scammers are no longer just sending poorly written emails riddled with typos; they’re using cutting-edge technology, including artificial intelligence (AI), to create exceptionally convincing frauds.

The Fog of War—and Finance: Navigating Uncertainty in Breaking News  

June 13, 2025

Australian Field Marshal William Slim, who commanded troops in World Wars I and II, said, “In battle, nothing is ever as good or as bad as the first reports of excited men would have it.” As a young Army officer, I learned a simpler version: “The first report is always wrong.” This is generally true and something I was guilty of many times. When an event like an enemy attack occurs, subordinates report up the chain of command, but initial reports are often inaccurate.

Letter of Last Instruction: What It Is and Why It Is Important in Estate Planning

June 7, 2025

A letter of last instruction is an often-overlooked piece of an estate plan. To be honest, lawyers rarely provide a template for you. A letter of last instruction is a document completed by you creating a roadmap for your fiduciary (executor or trustee) or trusted loved ones after you have passed away. This roadmap gives a list of what to do after your death and provides essential personal and practical information. While it is not usually an essential piece of an estate plan, it plays a powerful supporting role in handling practical matters and administering your estate.

Get the latest financial content from Beyond the Bell