Ptm Wealth Management, Llc

Description

• PTM Wealth Management, LLC is a comprehensive financial planning and investment management firm. Our focus is on helping individuals make smart financial decisions in all aspects of their lives including during the divorce process, for retirement income planning, education planning, insurance planning, estate planning, and fee-based investment management. The company was founded in 2011 by Paul T. Murray, a Chartered Financial Consultant, Certified Divorce Financial Analyst, who began his career as a Financial Advisor with Morgan Stanley in 2000 and who moved his practice to Wells Fargo Advisors in 2004. Murray is also a 2009, 2010, 2011 and 2012 Five Star Wealth Manager Award Winner, a trained Mediator, and a Collaborative Law practitioner.After 11 years in the large brokerage firm format, Murray launched PTM Wealth Management, LLC in the independent family office model to offer clients more personalized service, a greater range of financial solutions, and state-of-the-art technology. The firm's process begins with the creation of a financial plan, and clients receive full access to this plan through their personal web portal. Our fee-based investment management approach focuses on risk-managed global strategies.
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  Headquarters:1501 Lower State Road , North Wales, Pennsylvania, United States

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  Phone Number: +1 855-786-9585

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  Website: https://www.ptmwealth.com

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  Employees:2

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  Revenue:$0 - 1M

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  Legal Name:Ptm Wealth Management, Llc

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• |  NAICS Code: 236115  |

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