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PTM Wealth Management, LLC logo — Helping clients make smart financial decisions in all aspect...

PTM Wealth Management, LLC

Helping clients make smart financial decisions in all aspects of their lives.

Founded 2011 United States North Wales, United States 5 employees Finance, Financial Services +1

General Information

Company Name PTM Wealth Management, LLC
Founded Year 2011
Location United States North Wales, United States +1
Founders / Decision Makers
Team member Team member
Employees 5
Industries Finance, Financial Services, Insurance
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About PTM Wealth Management, LLC

PTM Wealth Management, LLC is a finance and financial services startup founded in 2011. The company's slogan, "Helping clients make smart financial decisions in all aspects of their lives," reflects its core mission. Led by Paul Murray, the company prides itself on his expertise, including prestigious professional designations, ongoing education, and membership in Ed Slott’s Master Elite IRA Advisor Group. The company's commitment to acting in clients' best interests aligns with Murray's status as an Accredited Investment Fiduciary®. PTM Wealth Management, LLC stands out by employing National Financial Services, a subsidiary of Fidelity, to custody clients' investment assets. This partnership provides clients access to financial planning and performance reporting portals, ensuring real-time awareness of progress. PTM Wealth Management, LLC aims to empower clients by taking control of their assets and future, enabling them to live the life they desire. The company encourages clients to plan to achieve their financial goals in collaboration with their experts.

Taxonomy: Financial Planning, Investment Management, Retirement Planning, Wealth Management, Asset Custody, Fiduciary Advisory, Divorce Planning, Insurance Analysis, Performance Reporting, Mobile Access, Continuing Education, Professional Designations

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PTM Wealth Management, LLC Alternatives & Competitors

PTM Wealth Management, LLC vs
Belleair Wealth Management
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PTM Wealth Management, LLC vs
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FAQ About PTM Wealth Management, LLC

Helping clients make smart financial decisions in all aspects of their lives.
PTM Wealth Management, LLC was founded in 2011.
PTM Wealth Management, LLC is headquartered in North Wales, United States.
PTM Wealth Management, LLC operates in the following industries: Finance, Financial Services, Insurance.
PTM Wealth Management, LLC has approximately 5 employees.
Top alternatives and competitors to PTM Wealth Management, LLC include Belleair Wealth Management, Pocket Planner Inc, Ridgewood Investments, SHJ Wealth Advisors, Affinity Investment Group, LLC. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
PTM Wealth Management, LLC and Belleair Wealth Management are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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