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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June 13, 2025Australian 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.
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June 7, 2025A 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.
May 30, 2025I want to deviate from the tariffs, administrative policy, and stock market volatility that have dominated headlines in 2025. Instead, let’s revisit our old friend inflation, particularly as it relates to food prices.
May 23, 2025Today we’ll be discussing donor advised funds and qualified charitable distributions, which are two popular methods of charitable gifting. If you are one of the many individuals that donate to charity on a regular basis, you may find yourself wondering what your options are outside of the usual cash donation. Donor Advised Funds and Qualified Charitable Distributions are two methods of charitable giving that allow an individual to be strategic and thoughtful about how and when their donations are made.
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