We Simplify Information Security for Private Wealth Advisors that Greatly Improves Trust With Your Clients.

Step 1: Watch Some of Our Videos and Get to Know Steel Patriot Partners

Step 2: Click on “Get a Price” to Fill Out a Questionnaire and Speak to Someone on Our Team

Join Other Advisors That Made Information Security A Priority.

We've done it before for Private Wealth.


Join other Registered Investment Advisors and Private Wealth Advisors that have improved their information security to protect their client’s personal data and greatly increase trust thanks to Steel Patriot Partners.

Meet Doug Birnie, CDFA – Piedmont Wealth Advisory



Like other companies, Covid has pushed the Piedmont Wealth Advisory team to a predominately work from home/work from anywhere “remote location” work environment. In our case, this quickly added 6-7 potential work sites to our network and I began to feel various parts of our firms data was potentially exposed to heightened likelihood of a cyber attack. Jason & Amy and the entire Steel Patriot Partners team stepped in and quickly implemented significant improvements to safeguard our entire network and more importantly our client data. I am extremely relieved to have this professional partnership with Steel Patriot….our firm and our clients are being extremely well served.”

— Doug Birnie, CDFA , Piedmont Wealth Advisory

Secure client data that is NOT stored on your custodian platform

Who Is Our Service Built For

You are a Registered Investment Advisor or Private Wealth Executive motivated to keep your client’s information protected by cyberattack, but you don’t know where to go or how to get started – you know you need to do something to protect your client’s information that they trusted you to have, but you need to address this concern before someone uses that data and you lose trust of your clients and most likely the business you took years to build. You are struggling to get started with information security and you are feeling stressed to make sure that your client’s data is safe because you know that if someone does get that information, it would damage your reputation.

You are worried who is seeing my sensitive client data and are struggling with having employees working remotely and feel overwhelmed every time you think that we are not as well prepared for cybersecurity event or a dreaded audit. You have been forced to work a different way and with that brings stress of thinking your sensitive client data is not within the walls of your office.

Information Security Should Be Easier


Our process ensures that information security for RIAs and private wealth executives is a seamless, painless, repeatable process that protects your data, your client’s personal data that you are responsible for, and that your reputation remains trusted and secure.

Right now, there is not a unified standard way for information security to be applied to RIAs, Private Wealth, or Brokers. By putting together a standardized process using industry best practices backed by US government agencies, simple information security that works is achievable.

Trying to do information security in-house is an expensive complex business task and is full of risk. Leveraging an outsourced company, like Steel Patriot Partners who specializes in information security, you can avoid hiring, managing, and keeping skilled employees engaged and avoid learning all of the details of cybersecurity. This keeps you focused on your business and keeps the trust of your clients where it should be, in the spotlight.

Keep your client’s sensitive data protected and increase your Trust

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