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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November 14, 2025Hi, I’m Brian, Chief Investment Officer at Howe and Rusling Wealth Management. Today I am going to talk about interest rates. Interest rates play a pivotal role in both the economy and in people’s lives, influencing a wide array of financial decisions. Interest rates can fluctuate for various reasons, including changes in inflation expectations, economic growth projections, and central bank monetary policies, which in the United States, is the Federal Reserve.
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- Beyond the Bell
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November 5, 2025Pros: Cons: Zero commission online trading fits the current and evolving landscape of the world, economy, and financial industry. Additionally, fair, quick and affordable access to data, information, and opportunity to participate in markets will continue to be asked for and expected by investors. Although caution is warned, (and certainly warranted in cases) the democratization of trading through decreased commission and fees has made trading and investing more accessible to people from different demographics and economic statuses. Sources: Investing costs fall again: Fidelity, Schwab cut commissions | AP News Charles Schwab is eliminating online commissions for trading in US stocks and ETFs Fidelity cuts fees to $0 as it jumps on zero-commission bandwagon | The WealthAdvisor Trading fees on...
October 31, 2025Fiscal policy uncertainty, which drove the decline in stocks this spring (S&P Global), receded during Q3 and helped lift stock valuation multiples. Job growth slowed materially, but outright job losses remained subdued, and consumer spending was stronger than expected. Inflation picked up somewhat, but the Federal Reserve placed greater emphasis on the weakening labor market data than the increase in inflation, which it believes is being driven by transitory upward pressure from tariffs. As a result, monetary policy easing resumed in September, and bond yields declined materially across the curve as investors priced in additional rate cuts ahead. Meanwhile, investment...
October 24, 2025The landscape of wealth management is changing fast. According to industry data from Echelon Partners, 2025 deal-volume among registered investment advisors (RIAs) is on pace to break previous records. At Howe & Rusling, we believe there’s value in staying the course. We remain independent and wholly employee-owned — because we believe personal relationships, community presence, and fiduciary focus help you pursue your financial goals.
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