SECURE WEALTH IT
The IT Partner Financial Advisors Trust to Stay Secure and Compliant
We help Registered Investment Advisors and financial firms protect client data, meet FINRA and SEC compliance, and operate with confidence through secure, fully managed IT and cybersecurity solutions built for your world.
ABOUT US
We Understand Financial Firms
You didn’t become an advisor to fix computers or interpret cybersecurity policies. Every day you face new compliance demands, growing cyber threats, and clients who expect total reliability.
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Secure Wealth IT was created to help you focus on what you do best. Our team combines decades of IT experience with deep knowledge of FINRA, SEC, and NIST cybersecurity standards. We make compliance simple, technology secure, and operations reliable.
When compliance, security, and productivity all matter, you need an MSP that speaks your language.
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OUR SERVICES
Everything your firm needs to stay protected, productive, and audit-ready.
We build every service around the needs of RIAs, broker-dealers, and financial firms that value security and compliance.
Core IT Management
Reliable, proactive IT management that keeps your firm productive.
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24/7 help desk and monitoring
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Patch management and workstation lifecycle support
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Microsoft 365 administration and SharePoint security
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Vendor coordination and documentation
Cybersecurity Essentials
Enterprise-grade protection designed for financial data.
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Endpoint detection and response
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Multi-factor authentication and vulnerability management
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SIEM and threat detection with encrypted backups
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​Immutable storage and disaster recovery planning
Compliance & Training
Stay confident and audit-ready all year long.
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FINRA and SEC cybersecurity framework alignment
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Compliance reporting and audit preparation
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Policy templates and acknowledgment tracking
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Employee security training and phishing simulations
Built for Financial Advisors
Most IT companies are generalists. We specialize in the financial industry. Secure Wealth IT was built exclusively for RIAs and financial firms that handle sensitive client data.
We support your software, your workflows, and your compliance needs.
Turn Compliance Into a Competitive Edge
​Advisors who take cybersecurity seriously earn client trust and operate with confidence. Our Virtual CIO services give you a long-term roadmap for secure, scalable growth.
Why Firms Choose Secure Wealth IT
Financial professionals choose us because we combine financial compliance expertise with responsive, personalized IT support.
What Clients Say
“We passed our FINRA cybersecurity audit with ease. Secure Wealth IT had every report and document ready.”
“Their team transformed our IT from constant headaches to total confidence.”
Proudly Serving the Charlotte Financial Community
Secure Wealth IT is headquartered in Charlotte, North Carolina. We serve RIAs, broker-dealers, and wealth management firms throughout the Southeast. Our clients appreciate the personal attention of a local partner combined with enterprise-grade protection and compliance expertise.
