K. ALLAN GREGORY
Altitude Wealth Management is an independent financial advisor and wealth management firm in Lake Wylie, SC; serving Clover, York County, and the greater Charlotte area. We help individuals and families build long-term financial strategies through personalized financial planning, retirement guidance, and investment management.
Allan Gregory is a financial fiduciary and is our expert in financial planning, investment management and wealth management. With years of experience in the industry, Allan has helped countless individuals and families pursue their financial goals. With his guidance, you can create a customized plan to perserve financial security for your future.
Allan grew up in Graham, North Carolina before moving to Charlotte to attend the University of North Carolina at Charlotte, where he earned his Bachelor of Science in Electrical Engineering. He later received his Master of Business Administration from Xavier University in Cincinnati, Ohio.
Before entering the financial services industry, Allan worked in telecommunications, bringing a strong analytical and problem-solving background into his work as an Investment Advisor Representative and financial planner.
Allan began his financial advisory career in 2006 with Edward Jones. In 2011, he founded K.A. Gregory Wealth Management, LLC, driven by a belief in independence and the ability to provide personalized, client-focused financial planning and wealth management strategies.
He earned his Certified Financial Planner™ (CFP®) designation in 2015—held by only about 30% of financial advisors—and also holds the Certified Investment Management Analyst® (CIMA®) designation, earned by roughly 3% of advisors, reflecting advanced expertise in portfolio construction and investment strategy. In 2026, Allan earned the Certified Exit Planning Advisor (CEPA®) designation, earned by roughly 2% of advisors, allowing him to help business owners grow, transition, and exit their businesses with confidence.
Today, Allan works with individuals, families, and business owners to develop customized financial plans designed to build and perserve long-term wealth.
Altitude Wealth Management is an independent financial advisor and wealth management firm in Lake Wylie, SC; serving Clover, York County, and the greater Charlotte area. We help individuals and families build long-term financial strategies through personalized financial planning, retirement guidance, and investment management.
Allan Gregory is a financial fiduciary and is our expert in financial planning, investment management and wealth management. With years of experience in the industry, Allan has helped countless individuals and families pursue their financial goals. With his guidance, you can create a customized plan to perserve financial security for your future.
Allan grew up in Graham, North Carolina before moving to Charlotte to attend the University of North Carolina at Charlotte, where he earned his Bachelor of Science in Electrical Engineering. He later received his Master of Business Administration from Xavier University in Cincinnati, Ohio.
Before entering the financial services industry, Allan worked in telecommunications, bringing a strong analytical and problem-solving background into his work as an Investment Advisor Representative and financial planner.
Allan began his financial advisory career in 2006 with Edward Jones. In 2011, he founded K.A. Gregory Wealth Management, LLC, driven by a belief in independence and the ability to provide personalized, client-focused financial planning and wealth management strategies.
He earned his Certified Financial Planner™ (CFP®) designation in 2015—held by only about 30% of financial advisors—and also holds the Certified Investment Management Analyst® (CIMA®) designation, earned by roughly 3% of advisors, reflecting advanced expertise in portfolio construction and investment strategy. In 2026, Allan earned the Certified Exit Planning Advisor (CEPA®) designation, earned by roughly 2% of advisors, allowing him to help business owners grow, transition, and exit their businesses with confidence.
Today, Allan works with individuals, families, and business owners to develop customized financial plans designed to build and perserve long-term wealth.
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- Website:
https://altitudewealthmanagement.com/ - Phone: +1 803-627-2242
- City: Lake Wylie
- State: South Carolina
- Postal Code: 29710
- Country: United States
- Designations: CFP, CIMA
- Markets Served:
- Company Name: Altitude Wealth Management
