Company

About Us

Since 2002, RightSize Solutions has been helping RIAs leverage technology to gain a competitive advantage and do better business. In the process, we’ve built a roster of very satisfied clients. As the very first provider of outsourced technology management and cloud-based cybersecurity solutions to RIAs, being ahead-of-the-pack is exactly where we like to be.

Continue Reading

Leadership Team

Wes Stillman

Wes Stillman

Chief Executive Officer

Wes has spent over three decades in technology consulting and operations. His clients have included major airlines, broker dealers, trust companies, health care providers, community banks and other financial institutions.
James Jensen

James Jensen

Chief Technology Officer

James has over 15 years of experience in computer engineering, programming, and information technology design, modification, and set-up. He is a RightSize Solutions principal and Chief Technology Officer for the firm.

Client Testimonials

Here are a few of the nice things our clients have to say about working with RightSize Solutions.

"I can honestly say it’s great having RightSize Solutions as our IT 'department.'"

SCOTT M. KAHAN, CFP®
President & Senior Financial Planner
Financial Asset Management Corp.

"The staff of RightSize Solutions is always willing to solve any issue, including software we acquired outside of RightSize Solutions."

ROGER C. KRUSE, CHFC, CFP®, EA
Principal, Chief Financial Consultant
FFP Wealth Management

"I so appreciate the services RSS provides - I can close my eyes at night, knowing we are well taken care of."

PATRICIA HART
Chief Operations & Compliance Officer
Harvest Capital Advisors

"RightSize Solutions provided us a clear path to the cloud. Wes Stillman and the entire RSS team are first class."

KEVIN LANE
Principal, Investment Advisor
Lane Brothers & Co

"We give Wes and his team high marks for their ability to get on things right away and get problems solved when they come up"

Tom Batterman, JD, CTFA
Principal, Senior Financial Associate
Financial Fiduciaries

Why Us?

At RightSize Solutions, we are not satisfied until our services provide value to you that far-exceed your investment with us. If you’re searching for the right technology partner, here are a few things that matter to us (that we think will matter to you).

Continue Reading

 

 

See if we're a good fit