Skygate Financial Group is a Registered Investment Advisor that has offices in Greenwich, Connecticut, and Ludlow, Vermont.  The Skygate team works to help individuals and businesses invest strategically for the future, and ensure clients make good financial decisions. Skygate Financial offers a wide variety of financial services including investment management, financial planning, estate planning, tax consulting, and retirement plans.

Skygate Financial relies on IT and web-based resources for much of the work they do. Above all, security is a top priority when it comes to managing IT at Skygate Financial. It’s imperative that confidential client data is protected at all times in order to meet regulatory compliance standards.

The Situation: The Need for Compliant Data Security

A few years ago, Kevin Theissen, Principle and Financial Advisor with Skygate Financial Group, experienced a nightmare: his personal data was breached and experienced issues trying to recover his data. At the time, Skygate had security tools in place but it was a reminder to insure that the company security measures were lock sure. While a security breach is considered an emergency for any business, it’s especially concerning for an investment firm as they must adhere to strict compliance standards. So once the personal issues were resolved, the discussion continued with a focus on his business IT.

“They were a local IT managed service provider and I knew they could handle the challenge at hand,” says Theissen. “After speaking with Carl, it was also clear that I could work well with him. As the Compliance Officer for our firm, I wanted to choose the best IT partner to help protect our company and client data. As it turns out, A2Z was the right decision.”

The Solution: A2Z Provides Security, Compliance, and Peace of Mind

A2Z Business IT ensured Skygate Financial will always meet regulatory compliance when it comes to their IT. The peace of mind that this provides to Kevin and the entire Skygate team is invaluable.

“Security is key to everything we do,” says Theissen. “Thanks to A2Z, we rest assured that our IT security is always taken care of, our client data is protected and compliance standards are upheld.”

The Outcome: An Ongoing IT Partnership That Offers Security, Reliability, and Strategy

The A2Z team provides strategic managed IT services that drive productivity, security, and optimization for the firm. Additionally, Kevin and his staff now know that their data will always be secure and recoverable and if they run into any tech issue, they have a responsive local partner they can trust.

“Because they are local, and a small company that provides personal service, I know that I can pick up the phone and speak with the same person each time who knows about our IT systems,” continues Theissen. “The peace of mind they offer makes the partnership that much stronger.”

In addition to enhancing security at Skygate Financial, A2Z Business IT implemented and deployed the following solutions:

Overall, the Skygate Financial team is thrilled to have a partner they can count on for all their IT needs. The A2Z approach to managed IT is defined by the ‘go above and beyond’ mantra. No matter what the project, A2Z is committed to eliminating IT worries and streamlining tech resources to support business goals at Skygate Financial.

“A2Z Business IT takes care of all things IT at Skygate Financial,” says Theissen “They even helped us with an office move about 10 months ago and handled all of our IT relocation needs. They ensured everything went smoothly, and they got us up and running very quickly.”

“We know that we can rely on A2Z around the clock, 24/7,” continues Theissen “This gives us the peace of mind we need to serve our clients properly. I highly recommend A2Z Business IT to other businesses looking for a trusted IT partner.”

Looking for the peace of mind you need when it comes to your business’ technology?  Look no further than A2Z Business IT.  Contact us right away for a complimentary assessment of your IT systems at (914) 821-5660 or