Our experienced team works together on your behalf, applying our expertise across a full range of services.
Up Next
Our culture
- About
About Us
OverviewApproachWe partner with our clients to consistently provide the highest level of service.
Our PeopleWe are a team of seasoned investment professionals committed to always putting our clients’ interests first.
HistorySince 1967, we have been a privately owned SEC registered investment advisor with a business model designed to serve the long-term interests of our clients.
CareersWe believe in empowering our partners and employees to succeed.
Our CultureOur team of experienced professionals is driven, and upholds the highest ethical standards. We know that a strong, collaborative culture is key to delivering an exceptional client experience.
Featured Insight
Courtney T. Amato, CPA, CFP® - Services
Services
OverviewInvestment ManagmentWe provide highly customized wealth management solutions to our clients.
Retirement PlanningA sustainable plan is also a flexible one.
Tax Planning, Preparation & AdviceWe will work with you and provide solid guidance on tax-related issues.
Trust ServicesTrusts are the core of what we do.
Philantropic Advisory ServicesWe provide right-sized support to clients, often engaging multiple generations of a family in meaningful charitable giving.
Foundations & EndowmentsWe help family and charitable foundation clients address a broad range of philanthropic needs.
ESG InvestingWe want to ensure that your portfolio reflects what is important to you.
Women & WealthAt Howland Capital, we're advancing the wealth management experience for women.
Featured Insight
Courtney T. Amato, CPA, CFP® - Insights
Insights
View AllCompany NewsThe latest news on what is happening here at Howland Capital.
Economic & Market CommentaryOur view and analysis of what is happening with the economy, the market, and equities.
Taxing MattersNews and updates on tax related items.
Financial Wellness for WomenMaking the financial industry more accessible to women.
Planning & GuidanceWe help plan your financial life by talking about what matters most. Your life. Your family. Your goals for now, and years from now.
Giving BackAt Howland Capital, we support various organizations through time, capital, and talent.
Diversity, Equity, and InclusionWe are committed to a culture of diversity, equity, and inclusion.
PodcastsListen to our guidance on podcasts where we have been featured.
- Contact
- Client login
