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 wellbeing.

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

0 %

RETENTION RATE

$ 0

BILLION

ASSETS UNDER
MANAGEMENT

0

YEARS IN BUSINESS

0 %

EMPLOYEE-OWNED
(WOMAN & VETERAN
OWNED, TOO)

  • “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.”

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    Mary Lisa Sisson

    Vice President, Director of Client Service 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.”

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    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.”

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    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.”

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    EMILY LAMBERT, IACCP®

    VICE PRESIDENT, OPERATIONS AND 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.”

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    DYLAN POTTER, CFA, CFP®

    VICE PRESIDENT, WEALTH MANAGER

  • “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.”

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    Craig Cairns

    President and Majority Owner

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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