Empowering
your journey
to wealth and
well-being
Holistic wealth management with heart
Howe & Rusling is a full-service wealth management firm that provides financial planning, investment management, estate planning and tax strategy. We believe in a holistic, data-driven approach to evaluate and optimize your financial well-being.
Our process begins with fully understanding what you want most out of life. Using sophisticated tech and in-depth analysis we’ll collaboratively create a strategic roadmap to help you achieve more with your money.
For less uncertainty and more time for what really matters
CLIENT RETENTION RATE
BILLION
ASSETS UNDER
MANAGEMENT
YEARS IN BUSINESS
EMPLOYEE-OWNED
(WOMAN & VETERAN
OWNED, TOO)
“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, CFP®
VICE PRESIDENT, WEALTH MANAGER
“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
“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, SENIOR OPERATIONS MANAGER & CHIEF COMPLIANCE OFFICER
“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.”
DYLAN POTTER, CFA, CFP®
VICE PRESIDENT, SENIOR WEALTH MANAGER
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.
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 and fiduciary standard 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.
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October 16, 2026Money can bring up strong emotions — from stress and anxiety to excitement and impulsivity. Financial mindfulness offers a different approach: instead of judging how you spend or save, pause to understand the thoughts, feelings, and habits behind your decisions. In this article, Andrea Farrell explores how mindfulness may reduce financial stress, uncover emotional spending patterns, and help you make money decisions that better reflect your values and long-term goals.
- All Post
- Articles
- Beyond the Bell
- Client Services
- Financial Planners
- Investments
- Leadership Team
- Operations & Marketing
- Reports
- Street$marts
- Team
- Wealth Managers
October 9, 2026For investors approaching or living in retirement, deciding how and when to draw from different types of retirement accounts can be an important part of financial planning. A Roth IRA conversion may provide one potential way to reposition assets from a traditional tax-deferred retirement account into a Roth IRA, but the decision involves weighing current tax consequences against potential future benefits. In this article, Ryan Tomko, CFP® explores how Roth conversions work, factors that may influence their timing, and how recent tax-law changes may affect the planning considerations surrounding conversions in 2026 and beyond.
October 2, 2026In this checklist, Katie Calabria, CTFA, Senior Client Service Manager at Howe & Rusling, outlines practical year‑end planning steps covering retirement contributions, tax planning, investments, and estate planning considerations. Even small, thoughtful actions today may help set the tone for a more confident year ahead.
September 25, 2026Financial advisor Dylan Potter believes the true purpose of wealth isn't simply to accumulate more of it, but to use it to create meaningful experiences with the people who matter most. In this thoughtful reflection, Dylan explores why some of the best investments never appear on a financial statement and why the memories we create may often become our greatest legacy.
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