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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September 11, 2026While trading commissions have largely disappeared, many investment costs remain. In this article, Vincent Visconti, Portfolio Operations Manager at Howe & Rusling, breaks down expense ratios, trading costs, and custodian fees to help investors better understand what they may be paying—and why awareness matters.
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September 4, 2026In this StreetSmarts video, Craig Cairns, President, shares practical reflections on teaching children and grandchildren about financial responsibility. Drawing from decades of hands-on parenting experience—raising seven children across a wide age range—he discusses lessons learned about allowance structures, saving, charitable giving, investing with real money, and the importance of starting early. From understanding 401(k) matching contributions to appreciating the long-term impact of compounding, Craig outlines foundational principles designed to help young adults build independence, develop financial discipline, and recognize meaningful tradeoffs.
August 28, 2026Oil, AI, and government debt may seem like separate economic stories, but they are increasingly connected through the bond market. Michael Carrico, CFP®, CRPC® explores how energy disruptions, inflation, AI infrastructure spending, and rising government borrowing can influence interest rates and what these dynamics may mean for investors.
August 21, 2026Saving for children and grandchildren goes beyond college tuition. This article explores key savings options—from 529 plans to the new Trump Accounts—and how a layered, flexible approach may help families plan confidently for an uncertain future. Written by Elizabeth Koch, Senior Marketing Manager, with insights from Howe & Rusling advisors.
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