Cybersecurity & IT
governance for financial
organizations

Protect your firm with enterprise-grade security, compliance frameworks,
identity management, and reliable IT that supports both growth and
regulatory obligations.

Talk to a Compliance & Security Expert
Financial organizations face
extraordinary risk and oversight.
Insurance agencies are expected to protect sensitive client data, maintain strong cybersecurity controls, and
show regular evidence of compliance. Whether you’re managing producers in the field, remote staff, or multiple
office locations, your technology must be secure, reliable, and audit-ready.

Most general IT providers don’t understand what DFS auditors look for.
We do and we design your systems accordingly.

Complex systems, high
expectations,
zero room for
error.

Most financial organizations deal with fragmented technology environments, growing cyber threats, and
evolving frameworks that require continuous oversight. Managing clients, data workflows, and compliance
documentation while ensuring uptime is challenging — especially without specialized support.

Security, governance,
stability.
all in one partner.
We bring stability and clarity to financial organizations by unifying
IT support, cybersecurity protections, and compliance
governance. Our approach ensures you maintain resilience, meet documentation standards, and operate with confidence across
cloud, identity, and network systems.

We help you strengthen governance, implement security controls,
monitor risk, support hybrid teams, and maintain evidence
frameworks that satisfy regulators.

A direct line to an expert in
cybersecurity and compliance.

Walter provides guidance at the intersection of technology, risk, and
regulation. Financial leaders trust him because he simplifies complex
requirements and helps them make decisions that strengthen both
security and operations.

Speaking with Walter brings clarity to your compliance position and gives
you a roadmap for strengthening your security posture.

Book a Security & Compliance Review