PTM Wealth Management, LLC

PTM Wealth Management, LLC We help our clients make smart financial decisions in all areas of their lives by creating comprehens

PTM Wealth Management, LLC specializes in creating comprehensive personalized financial plans to help you reduce or eliminate taxes in retirement, minimize costs and volatility in investment portfolios, develop lifetime income solutions, mitigate the risk of long-term care, and ensure more of your wealth reaches your heirs, and not the Federal Government or the nursing home. Now in his 23rd year o

f helping private clients make smart financial decisions, our Founder and President, Paul Murray, has worked hard to become a trusted financial advisor, from acquiring the most prestigious professional designations, to seeking new opportunities for continuing education, including exclusive membership in Ed Slott’s Master Elite IRA Advisor Group. As an Accredited Investment Fiduciary®, he provides advice that we believe is in our clients’ best interest according to their financial goals. We custody our clients' investment assets with Charles Schwab, and we provide our clients with access to multiple financial planning and performance reporting online portals so that they can stay connected to their plan and their savings 24/7, on demand, from any mobile device or computer. PTM Wealth Management, LLC is a registered investment advisor.

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Vibe coding a small-cap stock screener, heat map, IPO calendar and insider transactions tracker with Perplexity. A little more to do, but a whole universe of hard-to-reach information is now at my fingertips.

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Tax planning is a crucial part of your financial wellbeing, both before and during retirement. We've got lots of great information on this topic over at ptmwealth.com

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Rising debt, AI, and aging programs could mean higher taxes ahead — make sure your retirement plan can handle it.


Inflation is a ubiquitous economic concept that impacts the everyday lives of people around the world. Have you ever won...
09/10/2025

Inflation is a ubiquitous economic concept that impacts the everyday lives of people around the world. Have you ever wondered how it's calculated? Find out in this helpful article:

https://ow.ly/pIfX50WUCYE

Cybersecurity may be your number one financial concern.
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Cybersecurity may be your number one financial concern.

Check out this article on cybersecurity best practices written by PTM Wealth's Chief Information and Compliance Officer, Kevin Becknell

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Even though there is still time left in the year, it's important to take a moment and celebrate your achievements!

Scattered across the United States, several communities have dared to dream of a life beyond the four-wheeled norm. Thes...
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Scattered across the United States, several communities have dared to dream of a life beyond the four-wheeled norm. These car-free havens offer a retreat where tranquility replaces rush hour, the lapping of waves washes away the stress of honking horns and a ferry ticket becomes your key to adventure! - [email protected]" rel="ugc" target="_blank">https://content.essentialengine.com/pedestrian-paradise/?wpcf-email=[email protected]

Address

1501 Lower State Road
North Wales, PA
19454

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 4pm

Telephone

+12673171515

Website

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