Edge Strategy Group Announces Joint Venture With HaydenRock Solutions
NEW YORK, Jan. 22, 2018 /PRNewswire/ -- Edge Strategy Group, an outsourced financial service company dedicated to helping independent wealth management firms scale their business, today announces a joint venture with HaydenRock Solutions, a strategic advisor to CPA's to maximize business potential and reposition themselves as a 21st century advisor. The joint venture enhances the ability of both firms to provide high-value business advisory services to clients and help to drive new revenue streams for all parties.
"Today's announcement further adds to Edge's ability to help Independent wealth management firms grow strategically — and successfully," said Jonathan Manela, CEO of Edge Strategy Group (EDGE). "It's yet another example of the depth and variety of resources we can offer advisors to help them profit and grow more rapidly in a very competitive industry."
"We think the HaydenRock mission to help CPAs become Most Relevant Advisor to their clients is extremely timely — and a perfect fit with us at Edge. At both Edge Strategy Group and HaydenRock Solutions, we strive to offer our clients smart opportunities and new revenue streams. Giving our clients the ability to offer expert, high-value advisory services to their own clients is a great way to build closer, more relevant, and more lucrative relationships.
"The team at HaydenRock appreciates the unique challenges facing CPAs. They have a proven system for helping CPAs take their practice to the next level," says Jonathan Manela CEO of Edge.
Paul Latham, Founding Partner of HaydenRock Solutions adds, "Jonathan and the Edge Strategy Group team have a great track record of helping wealth management advisors grow. Our firms share a vision for collaboration and their mission matches ours as it relates to helping their clients build their firms' relevance and success in the 21st Century."
About Edge:
Led by CEO Jonathan Manela, Edge Strategy Group offers a comprehensive approach for independent wealth management firms looking to develop and execute growth strategies for the purpose of scaling their business.
www.edgepartner.com
About HaydenRock Solutions:
The HaydenRock System™ provides a unique combination of coaching, process and access to expertise to 21st century CPAs, helping them to become their clients most relevant advisor and maximize CPA business potential.
Media Contact:
Matt Heitman
203-769-7238
[email protected]
SOURCE Edge Strategy Group
Share this article