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Our wealth management 

Investment Management

Plan, Position, Preserve. This starts with understanding you and your risk tolerance to determine an appropriate asset allocation of stocks and bonds. We see aligning your needs and goals with your portfolio’s positioning in order to preserve capital as the heart of what we do.

Financial Planning

Planning for your financial future requires just that: planning. Financial planning is the process by which individuals meet their current and long-term financial goals. And the best place to start is to discuss your beliefs and values, and identify what you’d like to achieve in your financial future.  

Education & Communication

We love to learn, and we love to teach, especially about the economy and the financial industry. The informational and educational content we provide is above and beyond the regular, frequent dialogue we have with you, and it’s available with the touch of a button.

Billion Dollars Under Management

Years in Business

Average Manager Years of Experience

Longest Relationship in Years

Who we are.


We listen to you, we care about you, and we understand you. Our clients and the relationships we have are what make us love coming to work everyday. We never lose sight of how important your money is to you, and what a humbling privilege it is to be entrusted with managing it.


We believe that any good idea or intention is only made better by collaborative execution, and this mantra drives everything we do, whether in serving you, brainstorming new solutions for you, or improving our firm’s culture—we are stronger as a team. And when we don’t have the expertise or perspective we want within our own bench, we don’t hesitate to collaborate with other trusted advisors.


In a world that feels like it’s always spinning faster than it did the day before, we’ve decided to commit to not just keeping up, but leading. We pride ourselves on being nimble, lean, and forward thinking so that economic, market, and industry change aids us rather than derails us.  


To planning for and protecting your financial future as if it were our own so that you can spend more of your life enjoying what you love.


In you, your family, your worries, your stories. In being a trusted partner to you and a shoulder to lean on, especially during times of transition in your life.

Interested in learning more?


 Here’s what’s new.  

Market Outlook: Fall 2020

Market Outlook: Fall 2020

Last quarter we started this Outlook with the following statement: Our thoughts could not be more focused…the virus is running the show. This Outlook could theoretically be a repeat story; COVID has changed life, and to this day, continues to influence everything we do and correspondingly how the markets perform.

StreetSmarts: Examining the 2020 Election

In this video, Ryan Tomko, CFP®, Portfolio Manager, walks us through various potential outcomes of the election and what history has to teach us about the different possible scenarios.

StreetSmarts: Risk Tolerance

Today’s video is a really important one to us at Howe & Rusling: it’s all about the concept of risk tolerance, and it’s taught by Craig Cairns, President.

Say hello.