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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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.”
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January 9, 2026Retirement is one of life’s biggest transitions—not only financially, but psychologically. Michael Carrico, CFP®, CRPC®, Wealth Manager at Howe & Rusling, reflects on why it can be difficult for many retirees to shift from a lifetime of saving to confidently spending their wealth. From reframing your mindset to understanding the role of purpose and social connection, he explores practical ways to help align your spending with your values — with the goal of helping you feel more confident and intentional in how you use what you’ve worked hard to build.
January 2, 2026Artificial intelligence is reshaping markets—and raising familiar questions about speculation, valuation, and risk. In this thoughtful analysis, Howe & Rusling President Craig Cairns examines today’s AI enthusiasm through the lens of past market bubbles, Federal Reserve policy, valuations, and debt. The result is a grounded perspective on what feels different this time, what risks deserve attention, and why disciplined, long-term investing still matters.
December 26, 2025Discover the Howe & Rusling team’s favorite books and podcasts of 2025—from thought-provoking market commentary to insightful stories on leadership, purpose, and personal growth. Explore what shaped our thinking this year and may inspire your own learning journey.
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