North Wales, Pa - Local - Business Opportunity

Posted: Thu Mar 07th 2024

PTM Wealth Management, LLC

We are a comprehensive financial planning, investment management, and insurance services firm founded by Paul T. Murray, who is an Accredited Investment Fiduciary® and a Chartered Financial Consultant®. Wealth Management services include Financial Planning, Investment Management, Retirement Income Planning, Estate Planning, Long-Term Care Planning, and much more. Our highest fee, based on assets we directly manage, is less the industry standard 1%. We also offer an Investment Management-only fee, which is a flat 0.4% of assets we directly manage, and comes with no financial planning services. This service is offered as an alternative to Robo Advisors (e.g. Betterment, Wealthfront, Vanguard, Sofi, and other asset managers) for investors.

Contact Information
1501 Lower State Rd Building D,
North Wales, PA 19454 USA

Monday-Friday: 09:00 AM – 05:00 pm

financial planners, tax planning, financial advisors