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Howe & Rusling Wealth Management

THANK YOU!

Schedule an introductory meeting.

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

Or, send along your inquiry here, and we’ll get back to you right away.

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We’re here to help make you smarter, stronger, and wealthier.

Financial savviness translates to life savviness. If you’re smart, you’re prepared. And if you’re prepared, you are ahead of the game.

Choose a team to stand beside you, and your strength multiplies. We are comfortable being a shoulder to lean on, and in fact we expect it.

No, money isn’t the answer to hardly anything. But the most powerful thing that money buys is freedom. And with freedom comes fulfillment.

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Employee-Owned

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Woman-Owned

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Veteran-Owned

“Personal finance, like most important aspects of life, is a never-ending quest. The competent investor never stops learning.”

William J. Bernstein, The Four Pillars of Investing

Emily Lambert, IACCP®
Vice President, Operations
& Chief Compliance Officer

 

Mary Lisa Sisson
Vice President,
Director of Client Service

Sarah Swan
Vice President,
Wealth Manager

It is predicted that by 2030, American women are expected to control much of the $30 trillion in financial assets that baby boomers possess, a potential wealth transfer of such magnitude that it approaches the annual GDP of the United States.

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.
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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 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.

"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, Vice President, Wealth Manager and Owner

"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

"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

"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 and Owner

“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. As Harry Truman said, ‘It’s incredible what can happen when you don’t care who gets the credit.’”

Dylan Potter, CFP®, Vice President, Wealth Manager and Owner

"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 and Owner

In both life and investing, we must remember that this, too, shall pass. The highest highs, the lowest lows. None of it lasts forever.

 

We love becoming your friend; learning about your family and your life, above and beyond simply managing your wealth.
Street$marts: Women & Finance: The Basics

Street$marts: Women & Finance: The Basics

STREET$MARTS Women & Finance: The Basics Emily Lambert, IACCP®, Vice President, Operations and Chief Compliance Officer Hi and welcome to today’s episode of Street$marts, with Howe & Rusling. I’m Emily Lambert, Chief Compliance Officer at Howe & Rusling....

Financial Wellness Checklist

Financial Wellness Checklist

Check portfolio asset allocation; Update and automate savings and investment contributions; Still time to make IRA contributions for 2021; Confirm your beneficiaries; Review your spending habits; Review your will

Street$marts: Retirement options for the self-employed

Street$marts: Retirement options for the self-employed

Today’s Street$marts is geared towards the self-employed: those individuals not earning a traditional paycheck from an employer in which a portion is automatically contributed to a 401k. You are your own boss! So the onus is really on you to get some sort of retirement plan rolling, and the landscape looks a bit different.