1501 Lower State Rd Building D
North Wales, PA 19454 - Montgomery County
(267) 317-1515
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.
About PTM Wealth Management,:
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.
Category: Banks & Financial Trust Services
Business Hours:
| Sunday: | Closed |
| Monday: | 09:00am to 06:00pm |
| Tuesday: | 09:00am to 06:00pm |
| Wednesday: | 09:00am to 06:00pm |
| Thursday: | 09:00am to 06:00pm |
| Friday: | 09:00am to 06:00pm |
| Saturday: | Closed |
| Holiday: | Closed |
- Business Checking
- Business Credit Card
- Crop Insurance
- FARM MANAGEMENT
- FARM SALES
- online banking
- Personal checking
- Savings
- Treasury Management
Please, help us improve the listing for PTM Wealth Management,.
We picked the most popular labels that other businesses under the category Banks & Financial Trust Services
are using.
We would like to confirm which of them is featured by PTM Wealth Management,.
It doesn't require registration. But if you sign-up on Hubbiz, it will have more
weight on our algorithms and in the future, we can, with your permission, inform
the business that you helped improve their listing (in case they decide to show their
appreciation).
There's no need to be perfect. A few more labels will already help other people find the right information.
We appreciate your contribution.