We’re here to help make you smarter, stronger, and wealthier.
Financial savviness translates to life savviness. If you’re smart, you’re prepared. And if you’re prepared, you are ahead of the game.
Choose a team to stand beside you, and your strength multiplies. We are comfortable being a shoulder to lean on, and in fact we expect it.
No, money isn’t the answer to hardly anything. But the most powerful thing that money buys is freedom. And with freedom comes fulfillment.
Did you know that wealth among brothers is more correlated than height or weight? So, if you are tall and rich, your brother is more likely to also be rich than he is tall.
– Morgan Housel, The Psychology of Money
Your relationship with money is a deep seated one. The way you feel about it likely cannot be separated from your upbringing—your genetics even.
Suffice it to say—it’s highly personal, which is why our approach to wealth management is, too.
Everyone has different questions, different pain points, and different desires.
But regardless of where you are in life, we believe there is something we can do today to help you invest in your tomorrow.
This means that money, and the way a person thinks about it, is about as emotionally complex as it gets.
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.
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 to set priorities and figure out the best path forward.
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.
"We want our Howe & Rusling team to be relentless and competitive in our pursuit of being better tomorrow than we are today. And I’m very proud of the group today—we have a great mix of experience and energy."
Craig Cairns, President and Majority Owner
"There’s truly nothing greater than when a client seeks our counsel during a life changing event, knowing that we’re their trusted source to help them through that time."
Mary Lisa Sisson, Vice President, Director of Client Service and Owner
“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. As Harry Truman said, ‘It’s incredible what can happen when you don’t care who gets the credit.’”
Dylan Potter, CFP®, Vice President, Wealth Manager and Owner
"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 and Owner
"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 and Owner
"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, Vice President, Wealth Manager and Owner
We love becoming your friend; learning about your family and your life, above and beyond simply managing your wealth.
Where we've been, and where we're going, in the words of our owners.
Helpful Tips from H&RBrett Boyer, CFA, Equity Analyst What is BNPL? BNPL stands for Buy Now Pay Later. In a BNPL transaction, the consumer pays for the transaction amount in smaller increments over time until the total transaction amount is reached. Over the...
STREET$MARTSWomen and Finance: A Financial Checklist ofr Navigating the Early Stages of DivorceCharity Willett, Fixed Income AssociateYou’ve probably read a listicle on the trendy “Things I Wish I’d Learned in High School”. Popular choices include basic finance like...
Market Insight: Turn the Volume DownDylan Potter, CFP®, Vice President, Wealth ManagerIn 2009, Jon Stewart interviewed Jim Cramer, the famous CNBC financial news commentator (first portion of the interview is here). When Stewart pressed him on his contradictory...
SPACs have been around for decades, but only gained prominence recently in terms of IPO (initial public offering) deal market share, financial media news coverage, and institutional and retail investor interest.
The start to this year has been anything but smooth for the stock and bond markets. With interest rates on the rise and inflation running amok, some investors have questioned where the bubbles are located. Crypto and profitless tech companies have already had their bubbles respectively pop. One area some investors have questioned is real estate. Are we in fact in a major real estate bubble?
Cybercriminals are always aiming for credentials and passwords, and they do whatever it takes to capture them.
It pays dividends to be financially literate.
Ready when you are.