PTM Wealth Management
(16 Reviews)
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.
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In Business Since 2011
Sentiment Analysis
Paul also has a strong social media presence with periodic streams discussing financial strategies for our everyday lives moving into the future.
I highly recommend PTM Wealth Management if you are looking for someone who will have your back in financial planning!
I have never had any problems and find the staff to be very helpful and professional.
I especially appreciate that he always has tax implications in mind so that I will not be in a situation where a large chunk of retirement savings will go to taxes when I no longer have a steady income, and he always is one step ahead of the curve on the latest information or changes pertinent to my retirement savings.
Someone who listens, understands and is committed to your life goals and is able to pivot as needs arise is of utmost importance.
We engaged Paul and his firm several years ago when we needed financial planning for our late career and retirement.
Cindy and I met with Paul Murray over 20 years ago to help us develop
Whether it is a personal in-office visit, a phone call, or internet meeting, Paul and his staff show the highest level of professionalism and concern to help me meet my goals and expectations.
PTM has given us everything we wanted from a financial management perspective and we look forward to maintaining our relationship with PTM.
His office gets back to me and helps me to understand everything without making me feel like I’m asking dumb questions.
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