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Howe & Rusling Wealth Management

boise, idAHO

A long history, and an even longer future.

While we’re still headquartered in Rochester, New York, where we were founded, we’ve deliberately and thoughtfully expanded Howe & Rusling’s geographical presence to serve our clients who are spread across over 30 states.

Our Boise Wealth Management Services

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 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.

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.

ERIC UDVARI, CFP®, AAMS®

Eric Udvari is a Wealth Manager with his CERTIFIED FINANCIAL PLANNER™ and Accredited Asset Management Specialist™ certifications. Eric is passionate about helping clients in the Boise area achieve their financial goals and believes that through the planning process, every dollar should have a purpose. He received his Bachelor’s degree in Finance from the University of Arizona. Prior to joining Howe and Rusling, Eric worked for TIAA and Charles Schwab as an advisor. 

Eric works with many clients in the Western part of the United States and is currently taking on new clients, as well.

Eric is a Colorado native but currently resides in Boise, Idaho with his wife. Growing up in a place like Colorado, Eric developed a love and appreciation for the outdoors. When he has free time, Eric enjoys fly fishing, skiing, and golf.

Karen Spinello

As a CERTIFIED FINANCIAL PLANNER™,
Eric Udvari’s financial planning approach is to be insightful, rigorous, and judicious.

Insightful

Whereas investment management is best handled when emotions can be checked at the door, financial planning is its more emotional sibling. We seek to be perceptive and insightful about your beliefs and values so that we can help you identify what’s most important to you.

Rigorous

No stone should go unturned when it comes to financial planning or wealth management. The more information we have to work with, the more confident we can be that our assumptions for the future are reliable, accurate ones that paint a pretty complete picture.

judicious

We are smart and conservative with our financial planning assumptions and predictions. We’d rather you be pleasantly surprised to the upside than devastated by a surprisingly negative financial outcome.

So, what is financial planning?

Financial planning involves looking at your entire financial picture and advising you on the best way to achieve your short- and long-term financial goals.

In other words, it’s charting a path together in the hope of getting you where you’d like to be financially.

We use extrapolated variables and testing scenarios that give us an enlightening view into the distant future, taking into account complicated concepts such as compounding returns, anticipated changes in incoming and outgoing cash flows, and inflation.

Street$marts: Not All Debt is Created Equal

Eric Udvari, CFP®, AAMS®, Wealth Manager

Schedule an introductory meeting.

(It’s complimentary. We don’t charge anything until we’ve decided to work together.)

It pays dividends to be financially literate.

ROCHESTER

SYRACUSE

BOISE

COLORADO SPRINGS