Case Study

A Smooth Setup for a Brand New Start-Up

A Smooth Setup for a Brand New Start-Up

Worry Free IT Network 1 Consulting, Inc. For more information contact Richard Stokes at (404) 997-7652 or rstokes@network1consulting.com Case Study: West Paces Advisors A Smooth Setup for a Brand New Start-Up SITUATION When John Oglesby and his partners decided to form their own financial advisory group, they wanted to make wise decisions right from the start. They intended to build a top- notch wealth management and investment advisory firm, and they knew setting up secure, reliable technology systems was one of their critical tasks as they pursued their goal. Since technology isn’t their focus, they turned to Network 1 Consulting for expert help. John was pleased with Network 1’s initial approach, saying, “They got to know me and our business plan, t

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