We believe in having a plan.
We believe in growing your precious, hard-earned money so that ultimately, you can spend your time doing what you love, and we will worry about the rest.
Who we are
We listen to you, we care about you, and we understand you. Our clients and the relationships we have are what make us love coming to work everyday. We never lose sight of how important your money is to you, and what a humbling privilege it is be entrusted with managing your financial future.
We believe that any good idea or intention is only made better by collaborative execution, and this mantra drives everything we do, whether in serving you, brainstorming new solutions for you, or improving our firm’s culture—we are stronger as a team. And when we don’t have the expertise or perspective we want within our own bench, we don’t hesitate to collaborate with other trusted advisors.
In a world that feels like it’s always spinning faster than it did the day before, we’ve decided to commit to not just keeping up, but leading. We pride ourselves on being nimble, lean, and forward thinking so that economic, market, and industry change aids us rather than derails us.
To planning for and protecting your financial future as if it were our own so that you can spend more of your life enjoying what you love.
In you, your family, your worries, your stories. In being a trusted partner to you and a shoulder to lean on, especially during times of transition in your life.
We love becoming your friend; learning about your family and your life, above and beyond simply managing your wealth.
Our approach to wealth management is holistic and our goal is to become the hub, or the epicenter, of your financial world.
So, by services, we really mean everything that is available to you as our client.
What we provide
full service team
A hands-on team of industry certified professionals handle all aspects of account administration and field any questions you might have. We also specialize in helping you navigate uncharted life events or times of transition.
We employ active portfolio management of various stock, bond, and ETF solutions to help you meet your objectives. And since the impact of investment gains can be increased taxes, we actively consider tax-loss harvesting as part of our process.
A comprehensive evaluation of your current and future financial concerns by extrapolating variables and testing scenarios helps us develop the best course of action for meeting your goals. We have several CFP® professionals on our team, and we utilize robust, sophisticated software for our planning.
Direct access to tax & legal professionals
We are not experts in everything, but we will get you in front of any expert that you need. We have long, trusted relationships with many industry professionals and are happy to facilitate those conversations for you.
We love what we do, and we love to teach others about it. When we produce regular educational content, we aim to increase your financial literacy so that you’re better equipped to know what you can do to reach your goals.
Our processes, from onboarding to account maintenance to reporting, are electronic for increased ease, convenience, and security. We aim to make everything available with the touch of a button.
Always, if we don’t know the answer to your question, we will work hard to find it.
A long history, but a modern firm.
While we ground ourselves in our long, rich history, the firm that exists today is one that continues to embrace the ever-evolving world around us.
In 1930, Winthrop “Wint” Howe founds an investment counseling company. In 1940, Wint Howe partners with Lee Rusling to form Howe & Rusling.
Wint Howe & Lee Rusling are among the first individuals to be awarded the prestigious CFA designation.
Howe & Rusling moves to its current headquarters in the Rochester Club Centre building on East Avenue in downtown Rochester. Later, in 2015, H&R builds an entirely new, modern glass-walled office space to encourage openness and collaboration.
Craig Cairns, current President, leads a group of employees (including Mary Lisa Sisson and Casey Ryan) to purchase Howe & Rusling, launching a new age of leadership and growth.
Howe & Rusling is still 100% employee owned, as well as woman and veteran owned.
Howe & Rusling reaches $1 billion in assets under management.
Howe & Rusling expands its employee ownership team to include Emily Lambert, Dylan Potter, and Sarah Swan.
Where we've been, and where we're going, in the words of our owners.
We arm our employees with tools and resources to partake in causes they care about throughout the year.
We’d love to hear
(585) 325 4140
120 East Avenue, Rochester, New York 14604