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.
Chief Executive OfficerWes 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.
Chief Technology OfficerJames 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.
Here are a few of the nice things our clients have to say about working with RightSize Solutions.
"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
"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
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).
See if we're a good fit