PTM Wealth Management, LLC Wales

PTM Wealth Management, LLC Reviews

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  Sharon Mowen
  5

  I started using Paul as my financial advisor about 12 years ago when I was going through a divorce. He was highly recommended by my divorce attorney and I was in great need of someone who could provide me with solid financial counseling. I have been with Paul ever since and he has helped me to grow my investment earnings and retirement savings exponentially, as well as to advise on sound investment decisions as my career has expanded and income has grown. He treats my assets as if they were his own, is proactive in explaining things and reaching out to highlight information that I have expressed interest in, and he never tries to oversell services or have you take on more risk than is comfortable. 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. Paul also has provided me with sound advice on long-term care decisions. He is always pleasant and treats all of my questions with respect, and his follow up is outstanding. Very happy to give this 5 star rating and am very appreciative my attorney introduced me to him all those years ago. I have since recommended him to a number of friends and family, who also are pleased with his financial management of their assets.

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  Rebecca Paxton
  5

  I have used Paul as my financial planner for a few years under the recommendation of a friend. He listens to my ideas and wants/needs and professionally responds. He keeps track on my goals and adjusts my investments accordingly. He and his team are very responsive to emergency withdraws when needed! I highly recommend PTM Wealth Management if you are looking for someone who will have your back in financial planning!

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  Matt Tucholke
  5

  I have been a client of Paul's for over 10 years and I he and his team are a first class firm. Paul is extremely knowledgeable on the market and investing and well versed in helping his clients achieve their financial goals while keeping the tax burden as low or even zero. His staff has been very responsive when I needed help or access to my funds in a timely manner.

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  David English
  5

  My family and I have been working with Paul and his team for years. I trust Paul like a brother. The team of highly qualified people he surrounds himself with are excellent. They are very efficient and very friendly! Whenever I have a need Paul and the team are immediately on it to answer all my questions! Paul also has a strong social media presence with periodic streams discussing financial strategies for our everyday lives moving into the future. I strongly recommend PTM Wealth Management for all your financial needs and planning. Many thanks to Paul and the team, I really appreciate all you do for me and my entire family.

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  Jill Augustine
  5

  Selecting an investment advisor is an important decision. Someone who listens, understands and is committed to your life goals and is able to pivot as needs arise is of utmost importance. Having access to information at the touch of a button a must. Finally, having the understanding and acknowledgement that you are in it together is paramount. PTM checks all the boxes for me. I have been happily doing business with Paul Murray for 11 years and am well on my way to a successful retirement. I have used Paul as a valuable advisor well beyond the dollars and cents. HIGHLY RECOMMENDED

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  Carol Cei
  5

  Becoming a client of PTM Wealth Management has proved to be beneficial on many levels. Under the guidance of Paul Murray my financial position has consistently improved. Even during the Pandemic shutdowns, Paul and his staff were available to address any questions or concerns. Their response time is amazing. 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. I give this firm my highest recommendation.

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  james oconnor
  5

  Cindy and I met with Paul Murray over 20 years ago to help us develop a financial plan for our retirement. We have been extremely pleased with his advice and recommendations, but more importantly, his utmost concern in tailoring the plan to our needs. We have from the beginning of our relationship been very impressed with Paul's integrity, honesty and business excellence. I would highly recommend him to anyone wanting to achieve better financial outcomes. Yours truly Jim and Cindy O'Connor

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  JohnandDiane Fitch
  5

  We engaged Paul and his firm several years ago when we needed financial planning for our late career and retirement. We've found him and his team responsive to our needs, his advice and guidance has been reassuring and solid. We are very pleased with his approach to financial planning for our future. I highly recommend PTM.

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  Alfred R. Giuffrida
  5

  After viewing a free seminar presented by Paul Murray of PTM Wealth Management we took the offer for a free one hour financial analysis about what they could do for us. We were very impressed with the presentation so we decided to invest with the firm. We feel confident that our money is being managed with the goal of reducing future taxes while meeting our short-term needs and long-term goals. PTM's very personalized hands-on approach to comprehensive planning convinced us to switch to them from a major Financial investment firm.

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  Marci Englund
  5

  Paul has been my financial advisor for many years , He and his team are always making sure that my finances are right on target for my retirement someday ! They are extremely helpful and answer all my questions promptly. I highly recommend PTM Wealth Management !