At Howland Capital, we empower individuals and families to achieve financial security and pursue their aspirations. Founded in 1967, we are a team of experienced investment professionals dedicated to providing personalized wealth management solutions that align with your unique needs and goals.
Our People
Our team consists of seasoned investment professionals, each with deep expertise in their fields. We are united by a common commitment to delivering exceptional client service, driven by a genuine desire to understand your financial aspirations and concerns. We believe in empowering our clients and fostering open communication throughout the process.
Our History
For over 50 years, Howland Capital has been a trusted advisor to generations of clients. We have honed our skills and knowledge to navigate ever-changing market conditions and provide tailored solutions to meet individual needs. Our independence and client-centric approach have been instrumental in our success.
Services Overview
We provide a comprehensive range of wealth management services to meet your diverse financial goals:
- Investment Management: Customized portfolio construction and ongoing management to maximize returns and mitigate risks.
- Retirement Planning: Developing a personalized plan to ensure a secure and comfortable retirement.
- Tax Planning, Preparation & Advice: Comprehensive tax strategy to minimize your tax burden and maximize your savings.
- Trust Services: Establishing and administering trusts to safeguard your assets and protect your loved ones.
- Philanthropic Advisory Services: Assisting in aligning your values with your financial planning.
- ESG Investing: Integrating your values into your investment portfolio to create lasting value.
Our Approach
Integrity and trust are at the heart of our approach to wealth management. We take a holistic view of your financial life, considering your unique goals, risk tolerance, and values. We collaborate with you to establish clear financial plans and provide ongoing guidance to achieve your aspirations.
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