Forward-Thinking. High-Impact.
Strategic Communications for Wealth Management.

Public Relations

Brand Strategy

Digital Marketing

Our Approach & Services

Successful PR, digital marketing and brand strategy starts with identifying target audiences and developing core messages that resonate with them. The next step is creating a thoughtful plan that seamlessly connects the two.

From there, it is all about impeccable execution: Clients want concrete, measurable results that support their broader business objectives, and that’s what we deliver.

At Haven Tower, we serve our clients based on our values and proven approach:

  • Every client has a core guiding vision for their business. When we commit to a client, we commit to their vision.

  • The best strategic communications agencies serve as facilitating partners for clients as they pursue their business goals. We take the time to learn each client’s business strategy thoroughly, in great detail.

  • We clearly communicate expectations and continously hold ourselves accountable for results. Our clients always know what we are working on for them, what the projected outcomes are and when to expect deliverables.

  • Everything we accomplish on behalf of our clients is a springboard for their next objective. Going above and beyond is part of our firm’s DNA. We don’t rest on our laurels.

As somebody who has led some of the largest wealth management enterprises in the country, I can say Haven Tower's services and offerings truly stand out, thanks to the experience of its team members and their dedication to delivering tangible results to clients each day.

- Larry Roth, Board Chairman

Our Leadership

  • Mitch Manning

    Partner & Head of National Media

  • Michael Dugan

    President & Managing Partner

  • Joseph Kuo

    Founder &
    Chief Executive Officer

  • Larry Roth

    Board Chairman

  • Katherine Paulson

    Partner &
    Head of Digital Marketing Strategies

In a fast-evolving PR, brand strategy and marketing landscape, Haven Tower has created one of the most effective teams of senior professionals focused on wealth management industry clients.  We're proud of the three defining characteristics of our firmwide culture:  Respect, hard work and a constant focus on client service.

- Michael Dugan, President & Managing Partner

Coast to Coast

  • Los Angeles

  • Seattle

  • Chicago

  • New York City