WPM Wealth Advisors LLC

Sandy Moi is a financial advisor at WPM Wealth Advisors LLC with 27 years of industry experience. She holds a Series 63 designation and has a background that includes roles at Avantax Advisory Services and Avantax Investment Services, Inc. Additionally, she manages Sandy S. Moi, CPA LLC, an accounting and insurance brokerage firm. WPM Wealth Advisors LLC provides discretionary portfolio management primarily to individual and high-net-worth clients through a firm-sponsored wrap fee program. The firm employs a multi-disciplinary investment approach incorporating various analytical methods and strategies, including long-term investing and short-term trading.

William Gamello is a financial advisor with WPM Wealth Advisors LLC in Saratoga Springs, NY, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. His prior work includes roles at Dinosaur Financial Group and DLG Wealth Management. Outside of advising, he manages an apartment rental business. WPM Wealth Advisors LLC provides discretionary portfolio management primarily to individual and high-net-worth clients through a firm-sponsored wrap fee program. The firm employs a multi-disciplinary investment approach that incorporates various analytical methods and strategies, ranging from long-term investing to short-term trading.

Manuel Choy is a CFP® and holds a Series 66 license with 23 years of industry experience. He has worked at WPM Wealth Advisors LLC since 2021 and previously held roles at Dinosaur Financial Group LLC, DCM Advisors, and DLG Wealth Management. Outside of his advisory work, he serves as Chief Financial Officer at WCM Wealth Advisors. WPM Wealth Advisors LLC provides discretionary portfolio management primarily to individual and high-net-worth clients through a firm-sponsored wrap fee program. The firm employs a multi-disciplinary investment approach that includes charting, fundamental, technical, and quantitative analysis, offering strategies from long-term investing to short-term trading.