Altitude Wealth Management

Altitude Wealth Management Serving Lake Wylie, Clover, Charlotte and surrounding areas
Owned and Operated by Allan Gregory, CFP®, CIMA®, CEPA®
Formerly K.A. Gregory Wealth Management

Allan Gregory is the Managing Director of Altitude Wealth Management of Lake Wylie, South Carolina. Allan has been helping clients in the financial services industry since 2006 and has lived in the area for over eight years. Securities are offered through LPL Financial, Member FINRA/SIPC. www.finra.org, www.sipc.org. Altitude Wealth Management is an other business name of Independent Advisor Allia

nce, LLC. All investment advice is offered through Independent Advisor Alliance, LLC, a registered investment adviser. Independent Advisor Alliance, LLC is a separate entity from LPL Financial. The financial professionals associated with this site may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

5 Investing Myths Young Professionals Should Stop Believing
06/18/2026

5 Investing Myths Young Professionals Should Stop Believing

5 Investing Myths Young Professionals Should Stop Believing Bad information keeps smart people on the sidelines. Let’s clear the air on the biggest misconceptions that get in the way of building real wealth. You’ve probably heard a version of at least one of these before. Maybe from a well-meani...

📅 Office UpdateAllan and Amber will both be out of the office June 22–27.While we're away, we'll still be checking our e...
06/17/2026

📅 Office Update

Allan and Amber will both be out of the office June 22–27.

While we're away, we'll still be checking our emails daily. Allan will also be available by phone if anything urgent comes up.

As always, we appreciate the trust you place in us and look forward to assisting you. If you need anything before June 22, please don't hesitate to reach out.

Thank you for being part of the Altitude Wealth Management family!

06/16/2026
Your First $1,000: Where Should You Actually Put It?
06/11/2026

Your First $1,000: Where Should You Actually Put It?

Your First $1,000: Where Should You Actually Put It? You’ve saved your first thousand dollars. That’s a real milestone — now let’s make sure it works as hard as you do. Saving your first $1,000 is no small feat. Whether it came from side hustle income, cutting back on subscriptions, or final...

This Memorial Day, we pause to honor and remember the brave men and women who made the ultimate sacrifice for our countr...
05/25/2026

This Memorial Day, we pause to honor and remember the brave men and women who made the ultimate sacrifice for our country. 🇺🇸

Their courage, service, and dedication will never be forgotten.

From all of us at Altitude Wealth Management, we wish you and your family a safe and meaningful Memorial Day weekend.

5 Home Renovations That May Not Increase Your Resale Value1. Highly Customized Renovations2. Luxury Upgrades in Mid-Rang...
05/21/2026

5 Home Renovations That May Not Increase Your Resale Value

1. Highly Customized Renovations
2. Luxury Upgrades in Mid-Range Neighborhoods
3. Swimming Pools
4. Converting Bedrooms Into Specialty Spaces
5. Trendy Design Choices

Read our blog to find out more!

5 Home Renovations That May Not Increase Your Resale Value Home renovations can be exciting. Whether you’re upgrading your kitchen, building the backyard oasis of your dreams, or finally creating that custom hobby room, improving your home can make it more enjoyable to live in. But from a financia...

Address

244 Latitude Lane, Ste 105
Lake Wylie, SC
29710

Opening Hours

Monday 9am - 4:30pm
Tuesday 9am - 4:30pm
Wednesday 9am - 4:30pm
Thursday 9am - 4:30pm
Friday 9am - 4:30pm

Telephone

+18036195062

Alerts

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