09/08/2026
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
09/08/2026
09/07/2026
Our office will be closed Monday, Septemeber 7 in observance of Labor Day.
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!
08/27/2026
Check out our weekly blog!
I Compared My Coffee Habit to My 401(k) So You Don't Have To - Altitude Wealth Management 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/
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Location
Category
Telephone
Website
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 |