K.A. Gregory Wealth Management
Financial Advising
Why pick this one
Altitude Wealth Management specializes in personalized financial planning and is a fiduciary financial advisor serving the Lake Wylie and Charlotte areas.
Best for
- individuals seeking long-term financial strategies
- business owners needing wealth management advice
- families building intergenerational wealth
Look elsewhere if
- clients looking for budget-focused services
- those who prefer a transactional approach rather than a relationship-driven one
Specialties
- financial planning
- investment management
- retirement guidance
- estate planning
- life insurance services
Certifications
- CFP
- CIMA
- CEPA
What makes them different
- fiduciary financial advisor
- independent wealth management firm
- focus on personalized financial planning
- offers a modern estate planning platform via Wealth.com
- Serves
- Lake Wylie, Clover, York County, Charlotte
Distilled from this business's own website.
Contact & Location
- Address
- 244 Latitude Ln, Clover, SC 29710-8124
- Phone
- +18036195062
- Website
- https://altitudewealthmanagement.com/
- allan@altitudewealthmanagement.com
Services
- financial advising
- wealth management
- insurance solutions