K.A. Gregory Wealth Management, Certified Financial Planner™

Planning your financial future can be overwhelming and confusing.  At K.A. Gregory Wealth Management, we provide strategies built around you.

Our financial planning, wealth; and, risk management strategies are tailored to your individual situation. We develop comprehensive financial plans and are not limited by the products of one single company. We do not offer any proprietary products so our advice is always unbiased.

If you are saving for a child’s college tuition, recently divorced or widowed, planning for retirement, or simply investing in your current assets, choosing the right financial advisor is one of the most important decisions you can make.

Life expectancies have become longer.  Medical expenses continue to rise.  Traditional pension plans that promise workers guaranteed payments for life have been almost completely replaced by 401(k) plans that employees must manage themselves.  So working with an investment professional; a trusted, qualified financial advisor, has become more important than ever.

For this important partnership, you need someone who sees your total financial picture; someone who can help you define your life goals, establish the right financial plan, provide strategies focused on your needs, and help you stay on track.  At K.A. Gregory Wealth Management, we understand the important role a financial advisor can play in managing your total financial life.

Building trust and earning your respect is our first priority.  We are 100% committed to helping you achieve your long-term financial goals.  As a client of K.A. Gregory Wealth Management, you will receive the best recommendations for the ever-changing complexities of financial planning.  With careful attention to every detail, you can be assured you will receive the most comprehensive and personal financial advice possible.   Here, we help you control your destiny by providing the products and strategies required to make intelligent, informed decisions along the financial avenues of life.  Investment choice and flexibility; independent, unbiased advice.

We look at the big picture.  We offer a holistic approach and take considerable time to listen to our clients’ financial objectives and risk profile.  No matter where you are in life; just getting started or winding down a successful career; you have goals and dreams.  We have an ongoing conversation with you about your needs, goals, and objectives to create the life plan that’s right for you.  Working as a team, you will be guided along the way with an easy-to-understand strategy to help you attain those financial goals and life plans.  You will never need to spend your valuable time worrying if you have made the right decision with your financial and life objectives.

PLANNING INVESTING
PROTECTION OUR PROCESS
  • Analyze
  • Recommend
  • Implement
  • Review

Proudly serving the Greater Charlotte Area
Charlotte, Lake Wylie, River Hills, Clover, York, Rock Hill, Fort Mill, Tega Cay,  Gastonia, Cramerton, Belmont, Steele Creek

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