PTM Wealth Management, LLC Email Format
Financial ServicesPennsylvania, United States2-10 Employees
PTM Wealth Management, LLC is a small financial services firm based in North Wales, Pennsylvania. Led by Paul Murray, the practice emphasizes fiduciary guidance, with Murray holding Accredited Investment Fiduciary® status and membership in Ed Slott’s Master Elite IRA Advisor Group. The firm custodies client assets through National Financial Services, a Fidelity subsidiary, and provides 24/7 access to planning and performance reporting portals for on-demand oversight. The company positions itself as a boutique advisory in the financial services industry, delivering investment guidance aligned with clients’ financial goals and fiduciary responsibilities, including IRA-related expertise. Its service model combines personalized advice with technology-enabled reporting, giving clients continuous visibility into progress from mobile devices or computers. Based in North Wales, Pennsylvania, PTM Wealth serves clients seeking comprehensive wealth management and transparent, goal-oriented planning.