What are the opening hours?

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

Altitude Wealth Management

Home
United States
Lake Wylie, SC
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.

09/02/2026

We are proud to support our local athletes!

Congratulations to Emma Tompkins for being named the Altitude Wealth Management - Girls Tennis Player of the Week.

The LW Tennis Team had an out of town tournament this past weekend and Emma pulled out the first ever tennis win in LW Tennis history! It was a long match in the Florence,SC heat with both players in the match winning a set and then Emma taking the 10-Point -Tiebreaker 11-9 to an exciting victory!

09/01/2026

08/27/2026

Check out our weekly blog!

I Compared My Coffee Habit to My 401(k) So You Don’t Have To A self-inflicted math experiment on the “latte factor” — and why the real problem was never the coffee. I have a $5.75 oat milk latte most weekday mornings. I’ve heard the lecture before: skip it, invest the difference, retire a ...

08/13/2026

The Economics of the Eras Tour: What a Multi-Billion-Dollar Run Teaches Us About Diversification

One tour, several revenue streams, and a surprisingly good lesson in not putting all your eggs in one basket.

https://altitudewealthmanagement.com/the-economics-of-the-eras-tour-what-a-multi-billion-dollar-run-teaches-us-about-diversification/

08/06/2026

The Lottery Winner's Curse: What Happens to Your Brain When You Suddenly Have Money

Windfalls don't just change your bank balance. They change how your brain makes decisions — and that's where the real risk hides.

https://altitudewealthmanagement.com/the-lottery-winners-curse-what-happens-to-your-brain-when-you-suddenly-have-money/

07/30/2026

Why Your Brain Thinks $19.99 Is a Deal (And Other Ways You're Being Financially Tricked) The hidden psychology behind everyday spending decisions — and what it means for your bigger financial picture.

Why Your Brain Thinks $19.99 Is a Deal (And Other Ways You’re Being Financially Tricked) The hidden psychology behind everyday spending decisions — and what it means for your bigger financial picture. You already know $19.99 is basically $20. Your brain doesn’t. Decades of pricing research sho...

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

Website

https://altitudewealthmanagement.com/, http://www.linkedin.com/in/allan-gregory-cfp®-cima®-cepa®-8724ab13

Alerts

Be the first to know and let us send you an email when Altitude Wealth Management posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.