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.

Vibe coding a small-cap stock screener, heat map, IPO calendar and insider transactions tracker with Perplexity. A littl...
05/03/2026

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.

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

Alerts

Be the first to know and let us send you an email when PTM Wealth Management, LLC posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to PTM Wealth Management, LLC:

Shortcuts

Share

Category