COLORADO SPRINGS, COLORADO

A long history, and an even longer future.

We’ve deliberately and thoughtfully expanded Howe & Rusling’s geographical presence westward, including in Colorado Springs, to serve our wealth management clients who are spread across over 30 states. 

Michael Carrico, CFP®, CRPC®

WEALTH MANAGER

Michael Carrico is a Wealth Manager who leads our Colorado Springs branch.

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Michael is a Wealth Manager with over 11 years of experience in the financial services industry. He holds the CERTIFIED FINANCIAL PLANNER™ and Chartered Retirement Planning Counselor™ designations and received a bachelor’s degree in Economics from Colorado State University. Prior to joining Howe & Rusling, Michael worked as a Senior Financial Consultant with T. Rowe Price and a Senior Wealth Advisor with Empower.

Michael has a passion for helping his clients achieve their financial goals. He understands that every person and family is unique and believes that having a plan and a trusted advisor is the foundation to his clients’ success.

When he isn’t staying busy with finance Michael can be found traveling or enjoying the beautiful outdoors of Colorado. Some of his favorite activities are mountain biking, rock climbing and snowboarding. In 2021 Michael adopted a pandemic pup, named her Stella Blue and started taking her along on his adventures.

For more than 30 years, CERTIFIED FINANCIAL PLANNER™ certification has been the standard of excellence for financial planners.

As a CFP® professional, Michael takes a holistic, personalized approach to bring all the pieces of your financial life together. As part of his CFP® certification, he has made a commitment to act as a fiduciary when providing financial planning advice to you.

Colorado Springs Wealth Management Services

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 helps us develop the best approach for meeting goals. We have several CFP® professionals on our team, and we utilize robust, sophisticated software for testing various variables and scenarios.

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.

Latest CONTENT from Michael Carrico, cfp®, crpC®