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.