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, 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, 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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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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May 6, 20252025 has been a wild ride for investors, especially the month of April. Volatility is normal for stock market investments but the tranquil markets of 2023 and 2024 had lulled some investors to sleep as the market seemed to reach new highs every day. Stocks should be viewed as long-term investments and as investors we should not worry about daily swings in the market. Every investor is different, especially when it comes to retirement spending goals. For some investors nearing retirement or entering retirement, the market volatility begins to feel different as their time horizon begins to shrink before they...
April 25, 2025In recent weeks, U.S. stock market volatility has spiked to levels only reached during the early stage of the COVID-19 pandemic (Spring 2020) and the global financial crisis (2008-2009). This heightened volatility reflects investor reactions to rapidly changing political and economic developments concerning trade policy and Federal Reserve independence.
April 17, 2025Watching stock prices fall is an uncomfortable experience for investors no matter the circumstances under which it occurs. It can feel uncontrollable and make us feel powerless over something so incredibly important to our futures. It’s perfectly reasonable to dislike that experience. As I’m checking in with my clients, I want to hear how they are feeling right now. No matter what emotions you are experiencing, it’s healthy to share that experience and maybe to get another perspective. There is some common wisdom which circulates widely in times like these, “just don’t look.” That can certainly be good advice for...
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