ABOUT
Secure Wealth IT
Protecting Wealth Through Secure and Compliant Technology
At Secure Wealth IT, we believe financial advisors deserve an IT partner who understands both technology and trust. We help Registered Investment Advisors, broker-dealers, and financial professionals protect client data, stay compliant with FINRA and SEC requirements, and operate with confidence every day.
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​Our mission is simple. We empower financial firms to run securely, confidently, and efficiently by combining managed IT, cybersecurity, and compliance under one roof.
Our Story
Secure Wealth IT was founded after seeing too many financial firms struggle with technology that did not meet the strict compliance standards of their industry.
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Most advisors work with general IT companies that know technology but not regulations. They receive systems that function but do not provide real protection against compliance risks.
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We decided to change that.
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Our team built Secure Wealth IT to serve only the financial industry. Every system, policy, and process we use aligns with FINRA, SEC, and NIST cybersecurity standards. Our clients can stay focused on growing assets and serving clients while we handle their compliance and technology behind the scenes.
Our Mission
To empower Registered Investment Advisors and financial professionals to operate with confidence by delivering secure, compliant, and reliable IT solutions that protect client trust and keep their businesses running smoothly.
Our Vision
To become the most trusted IT and cybersecurity partner for financial firms across the Southeast, known for turning complex compliance challenges into clear, stress-free systems that support long-term growth and peace of mind.
Trust – We treat every client relationship like a fiduciary one. Your success and security come first.
Integrity – We do what is right, even when no one is watching.
Our Values
Clarity – We explain technology in plain language that anyone can understand.
Accountability – We stand behind every solution we build and every ticket we close.
Continuous Improvement – We stay ahead of changing cybersecurity and compliance standards.
Innovation – We create modern solutions tailored to financial regulations.
Why Financial Firms Choose Secure Wealth IT
Deep Compliance Knowledge
We specialize in IT and cybersecurity for financial firms, not general businesses. Every tool and policy we use aligns with the expectations of FINRA and SEC auditors.
Industry-Specific Experience
We understand the tools you use every day, such as Orion, eMoney, Tamarac, and Redtail, and we know how to secure them for remote and hybrid environments.
Complete Partnership
We offer full-service IT and compliance management that includes endpoint protection, vulnerability management, training, documentation, and strategic guidance.
Clear Communication
We keep technology simple and transparent. You will always know what is happening and why it matters.
Local Expertise with Regional Reach
Based in Charlotte, North Carolina, we serve financial firms across the Southeast. We combine enterprise-grade protection with the personal touch of a local partner.
Our Leadership
Secure Wealth IT was founded by a team of IT and cybersecurity professionals who recognized that financial advisors needed a partner who truly understood their industry. Our leadership blends decades of experience in managed IT, cybersecurity, and regulatory consulting.
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We understand the technology that keeps your firm operating and the laws that govern how you handle client data.
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​Our approach begins with a complete review of your systems, compliance posture, and risk exposure. We do not just fix problems. We build long-term systems that prevent them.
Our Commitment to Clients
We see every client as a long-term partner. When you work with Secure Wealth IT, you gain a team that:
Monitors your systems around the clock
Keeps documentation and reports audit-ready at all times
Reviews your technology and compliance quarterly
Tracks regulatory updates and adapts your systems accordingly
We take pride in being proactive and reliable. That is how we help financial professionals protect their clients and operate with confidence.
