Altitude Wealth Management

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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 Alliance, 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.

10/20/2026

💳 Financial Tip of the Day: Your Credit Score Matters!

Did you know your credit score can affect more than just your ability to get a loan? It can also influence the interest rates you're offered, potentially costing—or saving—you thousands of dollars over time.

Here are 4 simple ways to help keep your credit score healthy:

✅ Pay on time. Payment history is one of the biggest factors in your credit score.

✅ Keep balances low. Try to use less than 30% of your available credit. Lower is generally better!

✅ Think before opening new accounts. Applying for multiple credit accounts in a short period can temporarily lower your score.

✅ Check your credit reports. Review them regularly for errors or suspicious activity.

💡 Remember: Building good credit doesn't happen overnight, but small, consistent habits can make a big difference!

Altitude Wealth Management
Helping you make informed financial decisions.

10/15/2026

What a fun way to spend a night out with your family!

Bring your family to enjoy Hotel Transylvania 3!

Information regarding Field Day Park at Lake Wylie

10/13/2026

💡 Did You Know?

You don't have to be close to retirement to benefit from working with a financial advisor.

Financial planning isn't just about retirement accounts and investments. It can also help you navigate major life decisions like buying a home, changing careers, saving for your children's education, or managing your everyday finances.

At Altitude Wealth Management, we believe financial planning is for every stage of life.

What's one thing you wish you'd learned about money sooner?

10/08/2026

Check out our weekly blog!

10/06/2026
10/01/2026

Medicare Open Enrollment is October 15 - Decemeber 7. Read our blog for Medicare basics!

Open enrollment for medicare starts October 15th. Let us know if you need help understanding medicare or need help enrol...
09/24/2026

Open enrollment for medicare starts October 15th. Let us know if you need help understanding medicare or need help enrolling/changing your coverage. Allan is here to help!

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

Alerts

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