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Experienced Fiduciary & Certified Financial Planner® Based in North Wales, PA

Watch This Video In Which Paul Murray Discusses The Firm's Focus

Paul can help his clients reduce their tax liability and adjust their financial plans in order to have a safe and secure retirement.

Ed Slott, CPA, America’s IRA Experts, Named “The Best Source For IRA Advice”
by the Wall Street Journal

Financial Advice For Every Stage Of Your Life

Chris & Amy

Young Family, Big Ideas

Two young kids. A new home. Two incomes. College loans. We helped this Bucks County family create a financial plan that prioritized reducing debt, savings for college and retirement, vacations, major lifetime events, and home improvements. And we helped set up the right tax-efficient and tax-free accounts to achieve their goals. We even found ways to protect their income. They track it all in our mobile app.

John & Audrey

"We Need A Plan"

In their early 50's and realizing that college costs are higher than expected, we helped this Montgomery County family prioritize goals and consolidate their many financial accounts into more efficient tax-efficient or tax-free accounts. Our financial plan set a course for a tax-free retirement in 15 years, and we meet annually to review our progress. Our web apps helped them stay connected to their plan.

Frank & Annette

Tax-Free Retirement

Savings look good, but their assets are piled high in taxable accounts. We developed a financial plan for this Chester County couple to shift and reposition their assets to maximize after-tax income in retirement. We found ways to address the potential need for long-term care and to increase the net value of their estate. And we established low-cost risk-managed investment strategies to improve their plan's success.

What We Do

Tax-Free Retirement Planning

We believe our country’s fiscal challenges will result in higher tax rates in retirement. Our clients learn how to save properly, and to shift current assets to position themselves to reduce or eliminate taxes in retirement.

Financial
Planning

Our financial plans address the “what-if’s” that may occur in retirement, and to meet your unique goals and needs at each phase of your life. Financial planning is the cornerstone of our client relationships. Find out why.

Investment Management

How do you find the strategy that best meets your risk tolerance, goals and needs, at the lowest possible cost? Discover our risk-managed models with an advisory fee schedule as low as 0.4% for assets that we manage and direct.

Insurance
Services

Whether you are starting a family, building wealth and income, or considering the possible need for long-term care in your future, our independence ensures you have options to protect your loved ones and yourself.

Learn More

Experienced Financial Advisors in North Wales

At PTM Wealth Management, we are financial professionals who deliver financial insights rooted in years of industry experience in North Wales, PA. Understanding each client’s unique financial goals and needs, we tailor our services to fit the intricacies of their situation. Whether you are in North Wales or surrounding areas such as Montgomeryville, Blue Bell, Harleysville, or Lansdale, PA, our dedication to your financial future is steadfast.

With PTM Wealth Management, you gain a financial planning partner committed to your overall financial well-being, including investment management, tax planning, income planning, estate planning, and long-term care planning. Learn more about how a financial advisor in North Wales can help you.

Invest in Your Financial Future

At PTM Wealth Management, we emphasize the importance of early financial planning using the latest technology and methodologies. We craft strategies that can help secure your financial foundation. Whether you're eyeing retirement in the distant future or have more immediate financial goals in mind, we've got you covered.

You can even work with our financial advisors near Doylestown, PA, or a financial advisor near Warrington. In Montgomery County, PA, we meticulously plan, strategize, and execute financial planning strategies to augment your wealth and safeguard your assets.

Consulting with a Certified Financial Planner® can help you create a unified financial plan that encompasses an investment portfolio, real estate investments, retirement plans, and end-of-life planning, including life insurance and trust accounts. A certified financial planner looks at the big picture and assists you in targeting wealth goals through savings and investments. Partner with PTM Wealth Management, your trusted financial planner in Norristown, PA. Discover tailored solutions for your financial success. Visit our website and learn more today!

Why Should You Hire a Financial Planner?

Achieving financial freedom requires more than just wishful thinking. It demands strategic planning and execution. Financial planners provide insights that can spell the difference between financial stagnation and growth. Some of the reasons why you need a financial planner include:

Financial Overview: Financial planners provide a 360-degree view of your finances. They highlight areas of strength, pinpoint potential pitfalls, and offer strategies to optimize returns.
Tailored Retirement Solutions: As retirement approaches, the importance of meticulous planning becomes paramount. With retirement planning near Ambler, PA, our planners ensure you're set for a comfortable post-work life.
Diverse Portfolio Creation: An effective portfolio is diverse and balanced. Our planners assist in curating a mix of assets that resonate with your risk tolerance and financial aspirations, including the use of principal protection investments.
Ongoing Financial Monitoring: The financial realm is dynamic. Our financial planners stress test your goals and create “what-if” scenarios regularly adapting to events in your life and capitalizing on opportunities.
Taxation Guidance: Financial planning isn't just about investments. We can aid in navigating the intricate web of taxation that is tied to your financial choices.

Comprehensive Retirement Planning for a Secure Future

Our retirement planners in Montgomery County, PA, will help plan for you to enjoy a comfortable retirement without returning to work or selling crucial assets. You can rely on our professional financial advisors to provide customized expert advice while taking your personal goals into account.

Taxes represent an important aspect of retirement planning. Our knowledgeable advisors could recommend effective ways to use your savings and assets to avoid owing taxes when you're retired. The high national debt and other factors could bring about much higher tax rates in the future, so it's vital to plan ahead. With the right advice, you can take control of your tax situation and feel empowered about your financial future.

It's important to think about long-term care as well. Many seniors may eventually need to live in nursing homes or assisted living communities. Others will receive services in their homes. This major expense becomes more affordable when you have suitable long-term care insurance. Our Lansdale, PA, financial advisors and Certified Financial Planner® can help you choose the right policy, giving you the peace of mind that you and your loved ones will be taken care of.

Our financial planners also offer recommendations on life insurance, estate planning, pensions, investments, and related matters. It's important to take a comprehensive approach to retirement planning that considers all of these factors.

Consider PTM Wealth Management when looking for an experienced retirement planner. Our independent advisors will help you make expert financial decisions that let you enjoy a secure retirement with fewer worries. We can also help you compare multiple companies' life and long-term care insurance plans. To get started, please contact us today.

Contact PTM Wealth Management for Financial Advisors in North Wales, PA

PTM Wealth Management offers financial planning near Horsham and North Wales to ensure your financial questions are answered. From intricate financial decisions in Montgomery County, PA to broad strategies spanning North Wales, our expertise is your compass. Harness the power of financial advice today and watch as your dreams turn into reality. Your quest for financial excellence begins with PTM Wealth Management, so contact us today to schedule a consultation!