Saratoga Springs, NY Office

Nathaniel King is a financial advisor at King Wealth Management Group, LLC in Saratoga Springs, NY. He holds a Series 65 designation and has one year of industry experience. Prior to joining the firm, he worked at Robert Trent Jones Golf Course and has held teaching positions at Cornell University, Albany Academy, and Schuylerville Central School. King Wealth Management provides investment management and financial planning services to a diverse client base including individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a fundamental analytical approach with a technical overlay to create customized strategies, managing approximately $1.08 billion in client assets.

Jane Quinn is a financial advisor at King Wealth Management Group, LLC in Saratoga Springs, NY, with 28 years of industry experience. She has held Series 63 and Series 65 credentials and previously worked at Purshe Kaplan Sterling Investments. Quinn has been with King Wealth Management Group since 2012. King Wealth Management provides investment management and financial planning services to a range of clients including individuals, high net worth clients, pension plans, trusts, and charitable organizations. The firm uses a fundamental analytical approach combined with a technical overlay to create customized strategies, managing approximately $1.08 billion in client assets.

Jolyn Sweet is a financial advisor at King Wealth Management Group, LLC in Saratoga Springs, NY. She holds Series 65 and Series 66 licenses and has experience working at several wealth management firms since 2022, including The Colony Group and Connectus Wealth Advisers. Outside of her advisory role, she is a commissioned notary public in Gansevoort, NY. King Wealth Management provides discretionary and non-discretionary investment management and tailored financial planning to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and other entities. The firm’s portfolio construction emphasizes individual equities, fixed income, and ETFs, combining fundamental analysis with a technical overlay and occasionally using derivatives and margin as authorized by clients.

Daniel Gale is a financial advisor with King Wealth Management Group, LLC in Saratoga Springs, NY, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with King Wealth Management Group since 2012 and previously worked at Purshe Kaplan Sterling Investments from 2012 to 2018. Outside of his advisory role, Gale coaches a youth soccer club. King Wealth Management Group provides discretionary and non-discretionary investment management and customized financial planning to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and other entities, managing approximately $931 million in client assets. The firm’s portfolio construction integrates fundamental analysis with a technical overlay, employing equities, fixed income, ETFs, and selectively mutual funds and commodities, and utilizes derivatives and margin when authorized by clients.

Sean Moynahan is a CFP® with four years of industry experience, currently serving as an advisor at King Wealth Management Group, LLC since 2021. Prior to joining King Wealth, he worked at Preville Technology Services for eleven years. Outside of his advisory role, he owns and operates Sandhill Pottery, a ceramics business. King Wealth Management Group provides discretionary and non-discretionary investment management and customized financial planning to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm’s investment approach combines fundamental analysis with a technical overlay and includes the use of derivatives and margin when authorized.

Kenneth Terpening is a CFP® professional with 15 years of industry experience, currently serving at King Wealth Management Group, LLC since 2017. Prior to that, he worked at The AYCO Company, L.P./Mercer Allied from 2015 to 2017. King Wealth Management Group provides discretionary and non-discretionary investment management and tailored financial planning to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and other entities. The firm emphasizes portfolio construction using individual equities, fixed income, and ETFs, supplemented by mutual funds and commodities, and incorporates both fundamental and technical analysis.

Patricia Walton is a financial advisor at King Wealth Management Group, LLC with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Broadview Wealth Management, LPL Financial, Fagan Associates Inc, and Daniels Financial Partners, Inc. Outside of her advisory role, she serves as Secretary for St. Nicholas Ukrainian Orthodox Church in Troy, NY, and is a notary in Saratoga Springs. King Wealth Management Group provides discretionary and non-discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, and institutional accounts. The firm’s investment approach combines fundamental analysis with a technical overlay, utilizing equities, fixed income, ETFs, and selectively mutual funds and derivatives.

Michele Martin is a financial advisor at King Wealth Management Group, LLC in Saratoga Springs, NY, with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at King Wealth Management since 2013, concurrently serving at Purshe Kaplan Sterling Investments from 2013 to 2018. Outside of her advisory role, she operates a divorce mediation business under the name Divorce Agree. King Wealth Management Group is a team-based firm managing approximately $931 million in client assets, providing discretionary and non-discretionary investment management and customized financial planning to individuals, high-net-worth clients, trusts, estates, and institutional plans. The firm employs a portfolio construction strategy that combines fundamental analysis with a technical overlay and utilizes derivatives and margin in client accounts as part of its approach.