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.

07/14/2026
Our office will be closed on July 4, 2026 in observance of Independence Day. We hope everyone has a safe and fun holiday...
07/04/2026

Our office will be closed on July 4, 2026 in observance of Independence Day. We hope everyone has a safe and fun holiday weekend!

Happy Father's Day to all the dads, grandfathers, stepfathers, mentors, and father figures who help guide the next gener...
06/21/2026

Happy Father's Day to all the dads, grandfathers, stepfathers, mentors, and father figures who help guide the next generation.

Fatherhood is about more than providing—it's about teaching, encouraging, showing up, and helping those we love build a strong foundation for the future.

Today, we celebrate the men who lead with patience, sacrifice, and love. Thank you for the lessons you've shared, the examples you've set, and the countless ways you've helped others grow.

From all of us at Altitude Wealth Management, we wish you a happy and meaningful Father's Day.

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!

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

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