ABOUT US

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.


Meet Your Team

the Howe & Rusling team standing in front of the Strong Museum of Play on a sunny summer day
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Good people looking to work with good people

We’ve built a team we’re incredibly proud of–highly knowledgeable, passionate, and empathetic individuals. And we happen to be hiring!

Who We Are

Kodak building, Rochester, NY
Two female corkers smiling outside on a sunny day

HOW WE GOT HERE

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.

INVESTMENT MANAGEMENT

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.

FINANCIAL PLANNING

A comprehensive evaluation of your current and future financial concerns by extrapolating variables and testing scenarios helps us develop the best approach for meeting goals. We have several CFP® professionals on our team, and we utilize robust, sophisticated software for 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.

FINANCIAL EDUCATION

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.

DIGITAL
SOLUTIONS

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.

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.

We’re interested in interesting people.

We love learning about our clients’ families and lives, and our clients love that we take such interest in what fulfills them and what keeps them up at night, outside of their portfolios.

Our Individual Clients

We love learning about our clients’ families and lives, and our clients love that we take such interest in what fulfills them and what keeps them up at night, outside of their portfolios.

We hit it off with individual-like organizations.

Our Institutional Clients

We consider ourselves “uncertainty killers.”

Life has enough unknown variables to navigate. Build a team to solve for the unknowns for you. Build a team to plan for you before an issue becomes top of mind because often, that is too late.

Ready when you are.

We are based in Rochester, New York with offices in Syracuse, New York, Boise, Idaho, and Colorado Springs, Colorado.

ROCHESTER, NEW YORK

165 Culver Road,
Rochester, New York 14620 585.325.4140

SYRACUSE, NEW YORK

585.325.4140

910 W Main St, Suite 226
Boise, Idaho 83702
585.325.4140

COLORADO SPRINGS, COLORADO

719.412.0184