As part of WSR’s second quarter focus on services firms supporting the wealth management industry, we are pleased to announce the fourth annual IMAGE awards, recognizing the agencies that help shape how wealth management firms communicate, differentiate and grow.
Marketing and communications agencies are masters of storytelling for the benefit of the industry: They help firms clarify their value proposition, elevate their voices and strengthen reputations for key industry audiences. Their work contributes to image building, brand elevation and reputation management across wealth management.
These awards recognize leading storyteller agencies that are influential across the industry, highly regarded and respected as leaders in the field, and dedicated to serving wealth management organizations.
Please join us in congratulating the IMAGE 5: Top Wealth Management Agency Storytellers, listed in alphabetical order below.
Ficomm Partners
Ficomm Partners is a strategic marketing and public relations (PR) firm focused on helping financial advisory firms boost organic growth. Over the past year, the firm has further sharpened its specialization, partnering closely with RIAs, wealth management firms and family offices to address the industry’s most pressing growth challenges.
The company distinguishes itself through original research and thought leadership, helping advisory firms navigate a digital-first landscape in which investors engage across multiple channels.
The firm’s “Growth Leaders of Wealth Management” podcast has become a notable industry platform, ranking in the top 10% of podcasts globally and consistently attracting senior industry audiences. Featuring executives from firms such as Brighton Jones, Cresset, EP Wealth Advisors and Pathstone, the podcast reinforces Ficomm’s position at the center of the wealth management conversation.
“We are very impressed by the Ficomm team and the services being delivered to our firm,” said Anne McPhail, Managing Director, Novare Capital Management. “Ficomm is providing solutions for marketing, communications, PR, and training in a coordinated fashion. Your team is very friendly, professional, and creative.”
Haven Tower Group
Haven Tower Group has established itself as a specialist communications and marketing partner to wealth management firms navigating pivotal moments. Since its founding in 2011, the firm has focused on high-stakes situations —advisor recruitment, M&A activity, succession planning and brand repositioning — where messaging and narrative can directly impact business outcomes.
Haven Tower’s client roster reflects its deep integration within the wealth management ecosystem. The firm works with RIAs, broker-dealers, insurers and industry associations, advising organizations such as Sanctuary Wealth, the Financial Services Institute, Cambridge Investment Research and NewEdge Wealth.
“Partnering with Haven Tower has been a true force multiplier—turning ideas into meaningful content while fiercely protecting the authenticity of your voice and message,” said Ed Harrington, Executive Vice President, Private Client Division, Oppenheimer & Co. “In a crowded marketplace, that ability to drive genuine engagement without compromise is rare—and the mark of partnership at its best.”
In 2025, Haven Tower expanded its reach through its role as a founding member of the Ascentix Partners Network, a collective of independent firms offering M&A advisory, strategy, capital solutions and operational support. Within the network, Haven Tower serves as the communications, marketing and brand strategy partner, contributing to complex initiatives across transactions and platforms.
JConnelly
JConnelly is helping wealth management firms navigate a fundamental shift in how advisors and investors research and evaluate financial brands driven by AI. The firm has built capabilities to track and influence how clients appear across AI-driven discovery environments, integrating earned media, generative engine optimization, digital strategy, paid search and social strategy to improve visibility and generate measurable growth.
That focus has translated into tangible results for clients navigating competitive growth markets. In one case, JConnelly worked with a firm seeking to expand its advisor channel but lacking visibility in AI-driven queries. Through a coordinated earned media and generative engine effort, the firm went from minimal presence to appearing in the majority of relevant AI searches in eight months — accompanied by a 41% increase in qualified advisor inquiries, according to JConnelly.
JConnelly’s approach reflects a broader shift in the marketing landscape: Success is no longer defined solely by traditional media placement or search rankings, but by how effectively a firm can shape its presence within AI-generated discovery. By combining public relations, digital strategy and emerging optimization techniques, the firm is helping clients adapt to that new reality.
“JConnelly has been a strong partner to Envestnet during a pivotal period in our evolution,” said Eric Jones, Senior Vice President of Corporate Communications, Envestnet. “Their strategic counsel, deep industry expertise and ability to bring forward original ideas and thinking have helped strengthen our positioning as the leading Adaptive Wealthtech company. We value their partnership and the consistent impact they deliver for our business.”
Nexus Strategy
Nexus Strategy engages the independent wealth management and RIA channel. Since its founding in 2006, the firm has focused on helping financial services companies navigate a complex and fast-evolving marketplace where distribution strategy and positioning can determine success.
The firm operates at the intersection of strategy, content and market access, working with clients to clarify their value proposition and connect more effectively with independent advisors.
Nexus Strategy reinforces its influence through its consistent presence across industry media and events, including Informa’s Wealth Management Industry Awards (the “Wealthies”), which have become a cornerstone event in wealth management.
“Tim Welsh and Nexus Strategy have been trusted partners of ours across multiple ventures over the past two decades,” said INVENT CEO Oleg Tishkevich. “Tim’s deep understanding of the advisor ecosystem, his instinct for positioning, and his ability to open the doors that matter have been invaluable.”
StreetCred PR
StreetCred PR has carved out a distinctive niche in financial public relations. Now in its sixth year, the firm supports nearly 50 clients across wealth management, fintech and wealthtech.
The firm’s approach extends well beyond traditional PR execution. While StreetCred delivers across core disciplines — including media relations, thought leadership, social media support and share-of-voice analysis — the company’s strongest areas of expertise are strategic counsel and message development. The goal is not simply to generate coverage, but to position clients in a way that reinforces their authority and relevance with key audiences.
In an increasingly competitive PR environment, StreetCred’s combination of industry expertise, responsiveness and disciplined execution has helped distinguish itself.
“They have become a true extension of our team,” said Doug Fritz, Co-Founder and Executive Chairman, F2 Strategy. “They … combine a deep understanding of fintech and wealthtech with a strategic approach that shows up in both the mechanics and results of their work.”
He added, “StreetCred consistently secures us media coverage that helps us elevate everything we aim to achieve, positioning our value in a way that creates a meaningful impact.”
Thomas Lee, Senior Editor and Staff Writer at Wealth Solutions Report, can be reached at thomas.lee@wealthsolutionsreport.com.
Haven Tower Group is a part of the Ascentix Partners Network, where Larry Roth, CEO of WSR, serves as Founder and Managing Partner. All decisions on editorial content are made by WSR’s editorial team.
