IT Consulting and Management Services

from Secure Wealth IT

Comprehensive IT services for registered investment advisors including quarterly business and technology reviews, strategic IT planning and budgeting, vendor evaluations and software recommendations, cybersecurity consulting, and long-term compliance and risk management to ensure adherence to SEC and FINRA regulatory standards.
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Technology strategy, architecture, and systems integration consulting for financial institutions.

IT Consulting


Advisory on AML, KYC, conduct, prudential, and other regulatory requirements.

Regulatory & Compliance Consulting


Managed security operations, penetration testing, security advisory, and CISO-as-a-service for financial institutions.

Cybersecurity Services


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