Gateway Wealth Management, based in Charlotte, NC, is a team of financial experts dedicated to helping a select group of successful families, entrepreneurs, and corporate executives achieve their most important financial goals. Through sophisticated wealth management and strategic exit and transition planning, they guide clients through major life changes such as transferring ownership of privately held companies, divorce, and retirement.
Led by Andrew Kittelson, CEPA, CIMA, the team includes a range of certified professionals with deep expertise in financial planning, investment management, and exit strategies. With a focus on delivering tailored advice and building long-term relationships, Gateway Wealth Management aims to empower clients to transition confidently and make well-informed decisions for their businesses, families, and futures.
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