About

About Us
Overview

Overview

Approach
We partner with our clients to consistently provide the highest level of service.

Our People
We are a team of seasoned investment professionals committed to always putting our clients’ interests first.

History
Since 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.

Careers
We believe in empowering our partners and employees to succeed.

Our Culture
Our 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
Valerie Bonetti
Services

Services
Overview

Overview

Investment Managment
We provide highly customized wealth management solutions to our clients.

Retirement Planning
A sustainable plan is also a flexible one.

Tax Planning, Preparation & Advice
We will work with you and provide solid guidance on tax-related issues.

Trust Services
Trusts are the core of what we do.

Philantropic Advisory Services
We provide right-sized support to clients, often engaging multiple generations of a family in meaningful charitable giving.

Foundations & Endowments
We help family and charitable foundation clients address a broad range of philanthropic needs.

ESG Investing
We want to ensure that your portfolio reflects what is important to you.

Women & Wealth
At Howland Capital, we're advancing the wealth management experience for women.

Featured Insight
Valerie Bonetti
Insights

Insights
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Company News

The latest news on what is happening here at Howland Capital.

Economic & Market Commentary

Our view and analysis of what is happening with the economy, the market, and equities.

Taxing Matters

News and updates on tax related items.

Financial Wellness for Women

Making the financial industry more accessible to women.

Planning & Guidance

We help plan your financial life by talking about what matters most. Your life. Your family. Your goals for now, and years from now.

Giving Back

At Howland Capital, we support various organizations through time, capital, and talent.

Diversity, Equity, and Inclusion

We are committed to a culture of diversity, equity, and inclusion.

Podcasts

Listen to our guidance on podcasts where we have been featured.

Featured Insight
How to Approach Estate Planning in 2025
Contact
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Our People

Valerie Bonetti

Receptionist

1999

Valerie joined Howland Capital in 1999 and serves as receptionist. She graduated from Newbury College. At Howland Capital, she supports the managers and assistants on administrative needs throughout the day.

Valerie enjoys reading, gardening, physical fitness, and competitive ballroom dancing. She also volunteers at a number of nursing homes over the holidays, and her local Animal Shelter in Rhode Island where she and her husband reside.

Please Note: Howland Capital does not use WhatsApp, Telegram, or similar messaging platforms to communicate with clients. Any messages you may receive through these channels claiming to be from us are unauthorized. For your safety, we encourage you to disregard such communications and reach out to us directly if you have any concerns.

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Our People

Meet our team