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WELCOME TO PTM WEALTH MANAGEMENT, LLC

It's your life and you should live it the way you want. We believe that knowledge leads to independence. Together we’ll leverage your goals with smart financial advice to ensure you’re in the driver's seat for years to come.  

Paul Murray has worked hard to become the best at what he does, from acquiring the most prestigious professional designations, to seeking new opportunities for continuing education, including exclusive membership in Ed Slott’s Master Elite IRA Advisor Group. As an Accredited Investment Fiduciary®, he provides advice that we believe is in our clients’ best interest according to their financial goals. 

We custody our clients' investment assets with TD Ameritrade Institutional, and we provide our clients with access to financial planning and performance reporting portals so that they are aware of our progress 24/7, on demand, from any mobile device or computer.

Don’t be satisfied with tradition. Let us help you take control of your assets and your future to free you to live the life you want. Plan to achieve your financial goals. Plan with us.

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Plan To Achieve Your Financial Goals. Plan With Us.    Schedule a Free Online Consultation

Read, Watch & Listen

Curated articles, videos, and more for a more financially savvy you.

0% Tax Bracket Strategies

0% Tax Bracket Strategies

We believe our country’s fiscal challenges will result in higher taxes in retirement. But our clients have learned how to save and shift their assets to achieve the 0% tax bracket in retirement.

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Financial Planning

Financial Planning

Our financial plans address the “what-if’s” that may occur in your future. We focus on your financial wellness, and in meeting your unique goals and needs at each phase of your life.

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Investment Management

Investment Management

We know you have many investment choices. But how do you find the strategy that best meets your risk tolerance, goals and needs, at the lowest possible cost? 

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Long-Term Care

Long-Term Care

Many people turning 65 will have a need for long-term care. Failure to plan could result in a premature spend-down of your assets. We help make sure you and your family are prepared if you need long-term care.

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Chris & Amy - Young Family, Big Ideas

Chris & Amy - Young Family, Big Ideas

Two young kids. A new home. Two incomes. We helped them create a financial plan that prioritized savings for college, vacations, major lifetime events, and home improvements. And we helped set up the right tax-efficient and Federal 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"

John & Audrey - "We Need A Plan"

In their early 50's and realizing that college costs are higher than expected, we helped them prioritize goals and consolidated their many financial accounts into fewer, more efficient tax-efficient or Federal Tax-free accounts. The financial plan we developed set a course for a tax-free retirement in 15 years, and we meet annually to review our progress.

Frank & Annette - Tax-Free Retirement

Frank & Annette - Tax-Free Retirement

Savings look good, but their assets are piled high in fully taxable accounts. We developed a financial plan 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 risk-managed investment strategies to improve their plan's success.

Our Blog

Our Blog

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

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<p>Four Reasons Millennials Need an Estate Strategy</p>

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
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<p>Jane Bond: Decoding Diversification</p>

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
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<p>Tax Freedom Day</p>

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.
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