Contact Us!

If you’re looking for personalized financial planning, investment management, or retirement guidance in Lake Wylie, Clover, or the greater Charlotte area, our team at Altitude Wealth Management is here to help.

We work with individuals, families, and business owners to build, preserve, and enjoy their wealth through thoughtful, long-term strategies.

Our office location

244 Latitude Lane Suite #105

Lake Wylie, SC 29710

Phone Number: 803-619-5062

Altitude Wealth Management is a fiduciary financial planning and wealth management firm serving Lake Wylie, Clover, York County, and the greater Charlotte area.

Altitude Wealth Management

Phone

803-619-5062

E-mail

Allan@AltitudeWealthManagement.com

Research and Resources

Securities offered through LPL Financial, Member FINRA/SIPC. Altitude Wealth Management is another 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 LPL Financial representatives associated with this page 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 by residents of any other state.