Altitude Wealth Management

Altitude Wealth Management

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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!

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Location

Telephone

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