PTM Wealth Management, LLC

• Rick Spross
  
  
  (August 21, 2023, 1:16 pm)

  It’s a shame I can’t give more than five stars. Paul and his staff are very prompt when I have a call or when I need a return call. I have recommended him to friends and family. I have no doubt he will be in our family for a very long time.

• Cynthia Kaufman
  
  
  (August 17, 2023, 11:58 am)

  From day one, I have felt confident that I am in good hands with Paul, Tyler and the staff and PTM.

• Sharon Mowen
  
  
  (March 8, 2022, 5:23 pm)

  I started using Paul as my financial advisor about 12 years ago when I was going through a divorce. He was highly recommended by my divorce attorney and I was in great need of someone who could provide me with solid financial counseling. I have been with Paul ever since and he has helped me to grow my investment earnings and retirement savings exponentially, as well as to advise on sound investment decisions as my career has expanded and income has grown. He treats my assets as if they were his own, is proactive in explaining things and reaching out to highlight information that I have expressed interest in, and he never tries to oversell services or have you take on more risk than is comfortable. I especially appreciate that he always has tax implications in mind so that I will not be in a situation where a large chunk of retirement savings will go to taxes when I no longer have a steady income, and he always is one step ahead of the curve on the latest information or changes pertinent to my retirement savings. Paul also has provided me with sound advice on long-term care decisions. He is always pleasant and treats all of my questions with respect, and his follow up is outstanding. Very happy to give this 5 star rating and am very appreciative my attorney introduced me to him all those years ago. I have since recommended him to a number of friends and family, who also are pleased with his financial management of their assets.

• Rebecca Paxton
  
  
  (March 7, 2022, 9:16 am)

  I have used Paul as my financial planner for a few years under the recommendation of a friend. He listens to my ideas and wants/needs and professionally responds. He keeps track on my goals and adjusts my investments accordingly. He and his team are very responsive to emergency withdraws when needed! I highly recommend PTM Wealth Management if you are looking for someone who will have your back in financial planning!

• David English
  
  
  (March 7, 2022, 8:47 am)

  My family and I have been working with Paul and his team for years. I trust Paul like a brother. The team of highly qualified people he surrounds himself with are excellent. They are very efficient and very friendly! Whenever I have a need Paul and the team are immediately on it to answer all my questions! Paul also has a strong social media presence with periodic streams discussing financial strategies for our everyday lives moving into the future. I strongly recommend PTM Wealth Management for all your financial needs and planning. Many thanks to Paul and the team, I really appreciate all you do for me and my entire family.

PTM Wealth — PTM Wealth Management

PTM Wealth Management, LLC 1501 Lower State Road Building D, Suite 206, North Wales, PA 19454. Contact: Phone/Text: (267) 317-1515 Fax: (267) 317-1514 Email: admin@ptmwealth.com Mon-Fri: By Appointment. PTM Wealth Management, LLC is a registered investment advisor. Visit Our disclosures page.

Connect — PTM Wealth Management

Connect With Us. Name. Email. Phone. Message. Send. Location: PTM Wealth Management, LLC 1501 Lower State Road Building D, Suite 206, North Wales, PA 19454. Contact: Phone/Text: (267) 317-1515 Fax: (267) 317-1514 Email: admin@ptmwealth.com Mon-Fri: By Appointment Schedule A FREE Consultation. Location: PTM Wealth Management, LLC

PTM Wealth Team — PTM Wealth Management

At PTM Wealth Management, LLC, Tyler assists Founder and President, Paul T. Murray, in providing financial planning, investment management, and insurance services to our clients. ... Meghan joined PTM Wealth Management towards the end of 2022. Meghan assists firm operations including supporting the team when needed, account opening process ...

What We Do — PTM Wealth Management

How We Help Our Clients Make Smart Financial Decisions. Tax-Free Retirement; Financial Planning; ... PTM Wealth Management, LLC 1501 Lower State Road Building D, Suite 206, North Wales, PA 19454 ... Contact: Phone/Text: (267) 317-1515 Fax: (267) 317-1514 Email: admin@ptmwealth.com Mon-Fri: By Appointment. PTM Wealth Management, LLC is a ...

Business Profile for PTM Wealth Management, LLC - Better Business Bureau

PTM Wealth Management, LLC has 1 locations, ... (267) 317-1515. Want a quote from this business? Get a Quote. Customer Reviews. This business has 0 reviews. Read Reviews Be the First to Review!

PTM Wealth Management, LLC - 1501 Lower State Rd Building D, Suite 206 ...

PTM Wealth Management, LLC at 1501 Lower State Rd Building D, Suite 206, North Wales, PA 19454 - ⏰hours, address, map, directions, ☎️phone number, customer ratings and reviews.

Investment Management — PTM Wealth Management

Investment Management. Tax-Free Retirement; Financial Planning; Investment Management; ... PTM Wealth Management, LLC 1501 Lower State Road Building D, Suite 206, North Wales, PA 19454. Contact: Phone/Text: (267) 317-1515 Fax: (267) 317-1514 Email: admin@ptmwealth.com Mon-Fri: By Appointment. PTM Wealth Management, LLC is a registered ...

Ptm Wealth Management, LLC in North Wales, PA - (267) 317-1515

Ptm Wealth Management, LLC is in the Investment Advisory Service business. View competitors, revenue, employees, website and phone number.

Watch — PTM Wealth Management

In this short commercial, Paul T. Murray, Founder of PTM Wealth Management, LLC, introduces the firm's emphasis on financial planning, and how it becomes your GPS to reaching all of your goals. ... Phone/Text: (267) 317-1515 Fax: (267) 317-1514 Email: admin@ptmwealth.com Mon-Fri: By Appointment.

PDF ADV2A-2B PTM Wealth Management, LLC 20230217

PTM Wealth Management, LLC 1501 Lower State Road, Bldg. D, Suite 206, North Wales, PA 19454 Phone: (267) 317-1515 * Fax: (267) 317-1514 www.ptmwealth.com Page 2 Item 2 -Material Changes Form ADV 2 is divided into two parts: Part 2A (the "Disclosure Brochure") and Part 2B (the "Brochure Supplement"). The Disclosure Brochure provides ...