PTM Wealth Management, LLC

We are a comprehensive financial planning, investment management, and insurance services firm founded by Paul T. Murray, who is an Accredited Investment Fiduciary® and a Chartered Financial Consultant®. Wealth Management services include Financial Planning, Investment Management, Retirement Income Planning, Estate Planning, Long-Term Care Planning, and much more. Our highest fee, based on assets we directly manage, is less the industry standard 1%. We also offer an Investment Management-only fee, which is a flat 0.4% of assets we directly manage, and comes with no financial planning services. This service is offered as an alternative to Robo Advisors (e.g. Betterment, Wealthfront, Vanguard, Sofi, and other asset managers) for investors.

Contact Information
1501 Lower State Rd Building D, Suite 206, North Wales, PA 19454
267-317-1515
https://ptmwealth.com/
admin@ptmwealth.com
Financial planner
Monday-Friday 9am-5pm

Keywords
financial planners, tax planning, financial advisors

Social Profiles
https://www.facebook.com/PTMWealth
https://www.instagram.com/ptmwealth/
https://twitter.com/ptmwealth
https://www.youtube.com/channel/UCGbj22mKdGTb295IQOQb8Fw

PTM Wealth Management, LLC We are a comprehensive financial planning, investment management, and insurance services firm founded by Paul T. Murray, who is an Accredited Investment Fiduciary® and a Chartered Financial Consultant®. Wealth Management services include Financial Planning, Investment Management, Retirement Income Planning, Estate Planning, Long-Term Care Planning, and much more. Our highest fee, based on assets we directly manage, is less the industry standard 1%. We also offer an Investment Management-only fee, which is a flat 0.4% of assets we directly manage, and comes with no financial planning services. This service is offered as an alternative to Robo Advisors (e.g. Betterment, Wealthfront, Vanguard, Sofi, and other asset managers) for investors. Contact Information 1501 Lower State Rd Building D, Suite 206, North Wales, PA 19454 267-317-1515 https://ptmwealth.com/ admin@ptmwealth.com Financial planner Monday-Friday 9am-5pm Keywords financial planners, tax planning, financial advisors Social Profiles https://www.facebook.com/PTMWealth https://www.instagram.com/ptmwealth/ https://twitter.com/ptmwealth https://www.youtube.com/channel/UCGbj22mKdGTb295IQOQb8Fw
PTM Wealth
Financial planning, investment management, life and long-term care insurance, and customized plans to reduce or eliminate taxes in retirement.
PTMWEALTH.COM
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