Plan competently. Transition confidently.

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 Counselor^SM 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 Kittelson, CEPA, CIMA®

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- CA
- FL
- GA
- ID
- LA
- MA
- NC
- NJ
- NY
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- WA
Andrew specializes in bringing a holistic wealth management approach to a select group of families including closely held business owners and corporate executives. In addition to being a Certified Investment Management Analyst® (CIMA®), 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. His experience guiding clients through 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.

Andrew serves on the board of P3 Foundation which is dedicated to the relief of the impoverished, the ill, and the elderly; furthering community development. He is also a founding board member of the Exit Planning Exchange Charlotte, a community of trusted advisors that collaborate to help their private company clients build business value, transfer ownership and create a legacy of success in their lives and their communities.

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 Exit Planning Advisor
- Certified Investment Management Analyst®
6100 Fairview Road
Suite 900
Charlotte, NC 28210
Candace Cline

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- CA
- FL
- GA
- ID
- LA
- MA
- NC
- NJ
- 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

Wealth Strategy Associate
View bio
- 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 lives in Fort Mill, SC with his wife and two children. Alec is an avid NBA fan and enjoys watching local basketball games and spending time with his family on weekends.
6100 Fairview Road
Suite 900
Charlotte, NC 28210
Robert Yount

Client Associate
View bio
Hailing from a background in customer service and event coordination, Robert joined UBS in 2023 for the Gateway Team. He provides operational support, as well as managing the overall marketing aspects of the team, and enjoys creating stronger relationships with clients.

Robert is a North Carolina native, and in his free time is an avid reader and involved in his local church.
6100 Fairview Road
Suite 900
Charlotte, NC 28210

Andrew Kittelson, CEPA, CIMA®

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- CA
- FL
- GA
- ID
- LA
- MA
- NC
- NJ
- NY
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- WA
Andrew specializes in bringing a holistic wealth management approach to a select group of families including closely held business owners and corporate executives. In addition to being a Certified Investment Management Analyst® (CIMA®), 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. His experience guiding clients through 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.

Andrew serves on the board of P3 Foundation which is dedicated to the relief of the impoverished, the ill, and the elderly; furthering community development. He is also a founding board member of the Exit Planning Exchange Charlotte, a community of trusted advisors that collaborate to help their private company clients build business value, transfer ownership and create a legacy of success in their lives and their communities.

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 Exit Planning Advisor
- Certified Investment Management Analyst®
6100 Fairview Road
Suite 900
Charlotte, NC 28210
Candace Cline

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- CA
- FL
- GA
- ID
- LA
- MA
- NC
- NJ
- 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

Wealth Strategy Associate
View bio
- 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 lives in Fort Mill, SC with his wife and two children. Alec is an avid NBA fan and enjoys watching local basketball games and spending time with his family on weekends.
6100 Fairview Road
Suite 900
Charlotte, NC 28210
Robert Yount

Client Associate
View bio
Hailing from a background in customer service and event coordination, Robert joined UBS in 2023 for the Gateway Team. He provides operational support, as well as managing the overall marketing aspects of the team, and enjoys creating stronger relationships with clients.

Robert is a North Carolina native, and in his free time is an avid reader and involved in his local church.
6100 Fairview Road
Suite 900
Charlotte, NC 28210

Business sale and succession

The decision to exit your business is never an easy one. That’s why we encourage our clients to bring us into these discussions early on, given the complexity of the transition and the dynamics and emotions that may affect your choices. Our priority is to access all of the resources you may need to pursue your wealth planning, liquidity and legacy goals, whether you are looking to transition your business to family members, business partners, your employees, strategic or financial buyers, or charity.

In collaboration with specialists across the firm, as well as external relationships with attorneys, accountants and consultants, we can connect you with support and guidance throughout the life cycle of your business—from growth and expansion to pre- and post-sale liquidity management.

Multigenerational wealth planning

Strategies for each generation of your family

A lifetime financial strategy. We help you see how all aspects of your financial life are interrelated and how each decision can affect your entire wealth picture over time. By focusing specifically on preserving multigenerational wealth, we can help you navigate the intersection of family, business, finance and legacy.

Our approach can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own. Through the plan we create together, we can help you pursue what matters most today, tomorrow and for generations to come.

_{Time frames may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.}

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

Serving Business Owners

Euromoney Private Banking and Wealth Management Survey, 2020

51 countries

Our global footprint

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Plan competently. Transition confidently.

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Pursuing your goals together

Andrew Kittelson, CEPA, CIMA®

Candace Cline

Alec Johnsen

Robert Yount