Core IT Management
Reliable, Proactive IT Support for Financial Advisors
Your clients rely on you for financial stability and trust. You should expect the same from your technology.
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Secure Wealth IT provides proactive, fully managed IT services built for Registered Investment Advisors, broker-dealers, and financial professionals who cannot afford downtime, security gaps, or compliance failures.
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Our Core IT Management services are designed to keep your business secure, compliant, and efficient while freeing you to focus on clients and growth.
Technology That Just Works
Financial professionals need technology that runs quietly in the background, protecting data and keeping systems operational
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​We monitor, maintain, and manage every part of your IT environment so you never have to worry about software updates, network issues, or hardware failures again.
What You Get with Core IT Management
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24/7 help desk support and remote assistance
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Real-time network monitoring and performance optimization
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Patch management and regular system updates
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Workstation deployment, imaging, and lifecycle management
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Asset tracking and configuration documentation
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Microsoft 365 administration and SharePoint security controls
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Cloud migration and secure access configuration
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Vendor management and coordination
Our systems are monitored around the clock by certified IT professionals who specialize in supporting regulated financial environments.
Why Financial Advisors Choose Managed IT from Secure Wealth IT
Predictable and Proactive Support
We identify and resolve issues before they cause downtime. Your team gets consistent performance and fast response times every day.
Compliance-Driven IT Management
Our processes are aligned with FINRA and SEC cybersecurity expectations. Every change, patch, and update is logged, documented, and reviewable.
Local Presence with Financial Expertise
We are based in Charlotte and serve financial firms across the Southeast. Our team understands both your local market and the technology requirements that come with handling sensitive client data.
Seamless Collaboration and Remote Work
We secure and optimize cloud platforms such as Microsoft 365, Google Workspace, and financial tools like Orion, eMoney, and Redtail so your team can work securely from anywhere.
Continuous Improvement and Technology Planning
Your firm’s technology will never stand still. We schedule quarterly technology reviews to plan upgrades, improve efficiency, and align IT with your business goals.
Your Technology Foundation for Compliance and Security
Core IT Management is the foundation of everything we do. It keeps your systems running efficiently while supporting compliance, cybersecurity, and long-term business planning.
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​Our clients gain more than a help desk. They gain a complete IT department that understands the financial industry inside and out.
We Help You
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Eliminate downtime and slow systems
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Ensure all devices and users meet compliance requirements
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Reduce costs tied to unplanned IT issues
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Strengthen your cybersecurity posture
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Gain full visibility into your IT environment
Our Process
Assessment and Planning
Implementation and Optimization
Ongoing Monitoring and Support
Quarterly Reviews and Growth Planning
We begin by reviewing your current technology setup, identifying gaps, and mapping a customized IT strategy.
We onboard your systems into our management platform, apply security standards, and optimize performance.
Our team manages your network, devices, and users 24/7 while maintaining complete documentation and compliance reporting.
You receive a clear roadmap for upgrades, budgeting, and new opportunities to improve efficiency.
What Makes Secure Wealth IT Different
We serve only financial professionals.
Every ticket, patch, and update is tracked and documented for compliance review.
Our support is proactive, not reactive
Our team communicates in plain language, not technical jargon.
