Plan competently. Transition confidently.

Candace Andrew Jenny Alec

What is our top priority at Gateway Wealth Management? Helping our clients—a select group of successful families, entrepreneurs and corporate executives achieve the goals that matter most. How do we do it? Through sophisticated wealth management and strategic exit and transition planning, we help you navigate the financial maze that often comes with major life change—from the investment and liquidity challenges of transferring ownership of your privately held company to divorce and retirement.

As a team that includes a CERTIFIED FINANCIAL PLANNER™, Certified Exit Planning Advisor, Certified Divorce Financial Analyst®, Chartered Retirement Planning CounselorSM and Certified Investment Management Analyst®, our competence, experience and network of experts run deep. We look forward to delivering the advice you need to transition confidently and to make well-informed decisions for your business, your family and your future.

Advice for your evolving life and wealth

We believe that when it comes to helping you make important decisions about your current and long-term financial well-being, planning should always be our starting point. We have the insight and experience to guide you as you undertake each important milestone throughout your lifetime.

With my exit planning experience, I truly understand how to take business owners comfortably through the “owner to investor” transition.

- Andrew Kittelson, CEPA, CIMA®

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Andrew K 2022

    Andrew Kittelson, CEPA, CIMA®

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AR
    • CA
    • FL
    • GA
    • LA
    • MA
    • NC
    • NJ
    • NY
    • OR
    • PA
    • RI
    • SC
    • TN
    • TX
    • VA
    • WA

    As a lead member of Gateway Wealth Management,
    Andrew specializes in bringing a holistic wealth
    management approach to a select group of families of
    closely held business owners and corporate executives. He
    is a Certified Exit Planning Advisor (CEPA) with expertise
    in guiding successful entrepreneurs and wealthy families
    through the transfer of ownership of their privately held
    companies. Andrew's experience guiding clients through
    liquidation events, mergers & acquisitions and exit
    strategies, differentiates him as one of a select group of
    wealth managers who truly understand the process for
    taking business owners comfortably through the "owner
    to investor" transition. Tapping into the exclusive network
    he has established across the industry, Andrew can
    connect you to the right experts at the right time to help
    further inform your planning decisions for your company,
    your family and your legacy.

    In addition, he is a Certified Investment Management
    Analyst (CIMA®) having successfully met initial and
    ongoing standards to provide objective investment advice
    and guidance to individuals and institutions by applying
    investment theory and integrating a complex body of
    investment knowledge systematically and ethically to
    assist clients in making prudent investment decisions. 

     Credentials that build confidence

    • Certified Exit Planning Advisor (CEPA)  
    • Certified Investment Management Analyst (CIMA®)
    • UBS Wealth Advisor
    • Portfolio Manager
    • Series 7, 9, 10, 31 and 66 securities licenses
    • Life, health and long-term care insurance licenses
    • B.S., University of Rhode Island
    • M.B.A., Providence College

     

    • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

      • Certified Investment Management Analyst®
      6100 Fairview Road
      Suite 900
      Charlotte, NC 28210
    • Candace Cline 2022

      Candace Cline

      Senior Vice President–Wealth Management

      Financial Advisor

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      • AR
      • CA
      • FL
      • GA
      • LA
      • MA
      • NC
      • NY
      • OR
      • PA
      • RI
      • SC
      • TN
      • TX
      • VA
      • WA

      Candace "grew up" in financial services. Always
      interested in saving and investing, her first job out of
      college was assisting her dad, a financial advisor. From
      there, she assisted a number of other Financial Advisors,
      which helped her decide her ultimate career path.
      Candace returned to UBS in 2010 and completed the
      Financial Advisor Training Program.
      She earned the CERTIFIED FINANCIAL PLANNER™
      certification in 2012. She helps clients in a variety of
      areas in managing their finances. Becoming a CFP® is
      one of the most difficult and stringent processes in terms
      of financial advisors. It requires years of experience,
      successful completion of standardized exams, a
      demonstration of ethics, and a formal education. The
      most important aspect of a CFP® is that they have a
      fiduciary duty, meaning she must make decisions with
      her clients' best interests in mind.
      Today, Candace is a lead advisor with Gateway Wealth
      Management where she focuses on advanced planning,
      helping clients in transition make smarter decisions
      about their money. Her planning advice primarily
      addresses her clients' cash flow, wealth protection and
      transfer needs and philanthropic planning.

      Credentials that build confidence

      • CERTIFIED FINANCIAL PLANNER™ (CFP®)
      • Certified Divorce Financial Analyst ™
      • UBS Wealth Advisor 
      • Series 7 and 66 securities licenses
      • Life, health and long-term care insurance licenses
      • B.S., business administration, University of North Carolina Charlotte
      • Member, Divorce Alliance and Financial Planning Association of Charlotte 

       

      • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

        • Certified Divorce Financial Analyst
        • CERTIFIED FINANCIAL PLANNER™
        6100 Fairview Road
        Suite 900
        Charlotte, NC 28210
      • Alec Johnsen

        Alec Johnsen

        Wealth Strategy Associate

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        • FL
        • GA
        • MA
        • NC
        • NY
        • OR
        • RI
        • SC
        • TN
        • TX
        • VA
        • WA

        Insight grounded in experience 
        Alec began his career working on a portfolio
        management team and soon realized that he is a
        people person and preferred working directly with
        clients. He joined Gateway Wealth Management in
        2016 where he is able to do just that - listening
        and learning about clients, what they need and
        what they hope to accomplish with their wealth.
        Alec is also the main point of contact for all team
        operations, including account opening and
        maintenance, trading, lending and banking
        inquiries.

        Credentials that build confidence

        • Series 7 and 66 securities licenses
        • Life, health and long-term care insurance licenses
        • MBA, B.S., business administration/finance concentration, The College of Saint Rose

         

        Making a difference
        Through UBS, Alec volunteers for a number of causes, including the food bank of Charlotte. He and his wife, young son and Golden Retriever live in Indian Land SC. Alec is an avid NBA fan and enjoys watching local basketball games and spending time with his young son and family on weekends.

              6100 Fairview Road
              Suite 900
              Charlotte, NC 28210
            • Jenny

              Jenny Schrank

              Client Associate

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                Jenny began her career in sales/marketing. She
                started with UBS in 2021 helping clients with
                operational requests. Her focus on building longterm
                relationships with clients and their families
                begins with providing exceptional service for all
                aspects of their financial needs.
                She also coordinates all Gateway Wealth
                Management-sponsored events and fully enjoys
                engaging with clients in these more informal
                settings.

                      6100 Fairview Road
                      Suite 900
                      Charlotte, NC 28210
                    Business sale and succession

                    Business sale and succession

                    Multigenerational wealth planning

                    Multigenerational wealth planning

                    A team approach

                    A team approach

                    Selling your business: Proceed with passion

                    UBS Business Transition Services can help unlock the possibilities

                    Too many business owners don't plan in advance for when they’re ready to exit. We can provide guidance, along with UBS Business Transition Services, to help you prepare early for the transition and what comes next.

                    Insights

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                    Euromoney Private Banking and Wealth Management Survey, 2020

                    51 countries

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