We Focus On Your Financial Success

Our first priority is helping you make smart financial decisions in all areas of your life. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.   

Paul T. Murray, AIF®, ChFC®, CDFA™

President

(267) 317-1515

(267) 317-1514

paul@ptmwealth.com

Paul's biography and interview can be viewed on the "About Paul Murray" page on our site.

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Audra Hellyer

Administrative Assistant

(267) 317-1515

(267) 317-1514

audra@ptmwealth.com

Audra Hellyer is our Administrative Assistant. She works with clients through their onboarding process, and the establishment of accounts, and provides the day to day administrative services our clients need. Audra comes to us with...

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Dora Rafalowski

Financial Planning Assistant

(267) 317-1515

(267) 317-1514

dora@ptmwealth.com

Dora Rafalowski is our Financial Planning Assistant. Her role is to assist Paul Murray in gathering information, analyzing financial data, and preparing financial plans for our clients. She was born and grew up in Hungary where she...

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