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  • 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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