“Our clients are firms across the wealth management industry that recognize the value of working with an agency partner who thoroughly understands their space and can add significant value immediately.  They understand that time and reputation are their most valuable assets, and they work with us to make the most of each.”

- Joseph Kuo, Founder & CEO

Our Clients

  • Clients with an industry audience, message and growth drivers

  • Clients with a retail investor audience, message and
    growth drivers

  • Firms with both an industry and retail investor audience, message and growth properties

Our Clients Include:

  • Independent broker-dealer and RIA aggregators

  • RIAs, hybrid RIAs and other wealth management businesses

  • Industry associations

  • Wealthtech solutions providers

  • Third-party asset managers, including TAMPs and alts managers

  • Alternative investment platforms for financial advisors

  • M&A advisory firms

  • Financial advisor recruiting and practice management consultancies

  • Private equity and venture capital firms with wealth management portfolio companies

  • Insurance enterprises

"Haven Tower has distinguished itself as the agency of record for many of the most successful and fastest-growing wealth management businesses across the country. In large part, this is due to the firm's penchant for intellectual rigor, combined with a bias for action."

- Katherine Paulson, Partner & Head of Digital Marketing Strategies