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

0 %

CLIENT RETENTION RATE

$ 0

BILLION

ASSETS UNDER
MANAGEMENT

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.”

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.”

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, 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.”

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.”

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.

Latest from beyond the bell

All Post
Articles
Beyond the Bell
Client Services
Financial Planners
Investments
Leadership Team
Operations & Marketing
Reports
Street$marts
Team
Wealth Managers

From Dockworkers’ Strikes to Missile Strikes: Unpacking Economic Risks for Inflation and Rate Cuts

October 4, 2024

Explore the economic risks of the recent U.S. dockworkers' strike and Iranian missile strike on Israel. Learn how these events may impact inflation, interest rates, and the Federal Reserve's future actions.

All Post
Articles
Beyond the Bell
Client Services
Financial Planners
Investments
Leadership Team
Operations & Marketing
Reports
Street$marts
Team
Wealth Managers

Don’t Bet Against America, We’ll be Okay

September 27, 2024

We are at the time of the cycle where talk turns to the election. If this update is too long, we have a simple message: regardless of who wins the election, don’t bet against America, we’ll be okay.

Insights: Let the Market Be a Gut-Check

September 20, 2024

I recently met with an impressive 90-something-year-old client of mine who's been managing his own investments for most of his life. It’s only recently that he decided it’d be a good idea to give up [some of the] reins and lean on an advisor. I have to commend a decision like that.

Being a Financial Athlete: Applying an Olympic Mindset to Help Reach Your Financial Goals

September 6, 2024

The Olympic Games gathers attention from around the world and billions of eyes turn their attention to one stage where the top athletes compete for the title of being the best. These athletes are committed to improving every part of themselves and their routine to ensure victory. But not everyone can be the greatest athlete of all time, some of us just need to find a way to save for the next vacation or pay off student loans. Many people feel anxiety about their financial situation but there might be something to learn from these athletes who rise to the…

Empowering your journey to wealth and well-being

For less uncertainty and more time for what really matters

CLIENT RETENTION RATE

BILLION

ASSETS UNDER MANAGEMENT

YEARS IN BUSINESS

EMPLOYEE-OWNED (WOMAN & VETERANOWNED, 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.”

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.”

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, 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.”

DYLAN POTTER, CFA, CFP®