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

     

        • 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 

         

            • 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

                        Backed by the strength of UBS

                        A global leader in wealth management

                        #1

                        Serving Business Owners

                        Euromoney Private Banking and Wealth Management Survey, 2020

                        51 countries

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