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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March 6, 2026Filing your 2025 tax return could look different than last year. From new deductions for tips, overtime, seniors, and car loan interest to expanded SALT limits and IRS filing changes, here’s what taxpayers need to know before filing.
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February 27, 2026At Howe & Rusling, portfolio construction isn’t driven by a single opinion or market headline—it’s shaped by a disciplined, team-based process grounded in research, debate, and long-term perspective. In this article, Brian Lester, CFA, Chief Investment Officer, explains how our six-person investment team integrates bottom-up security analysis with thoughtful macroeconomic insight to manage individual stock, bond, and ETF portfolios. You’ll gain a clearer understanding of how we evaluate companies, assess economic conditions, and make portfolio decisions to help support clients as they work toward their long-term financial goals —not short-term market noise.
February 20, 2026Artificial intelligence has been a dominant market theme in recent years, influencing sector performance, valuations, and investor sentiment. Headlines have shifted from optimism about productivity gains to questions about disruption and the long-term implications for established business models. In this commentary, Sarah Swan, CFP®, Wealth Manager, examines how evolving AI narratives have affected areas of the stock market, including the divergence between AI infrastructure companies and software firms. She also draws on historical examples of technological change and foundational ideas from thinkers such as Alan Turing and John Searle to frame the broader questions surrounding innovation, uncertainty, and markets.
February 13, 2026Vice President and Senior Wealth Manager Dylan Potter, CFA, CFP®, shares lessons gathered over decades of experience in leadership and investing. Influenced by thinkers such as Warren Buffett, Charlie Munger, and Morgan Housel, he offers reflections on optimism, discipline, and the value of staying grounded through change—principles that guide not only investing but life itself.
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