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670 South River Street, Suite 112, Plains, PA 18705

(570) 357-2150
james.murphy@murphywealthmgmt.com

Helping You Reach A More
Confident Tomorrow

The Decisions We Make Today Shape Tomorrow’s Financial Security

Contact Us
Investment and Financial Planning, Simplified

Investment and Financial Planning, Simplified

You want financial security, but that’s just the beginning. You would also like to work with a financial advisor or wealth manager who takes the time to understand your unique situation and needs.

You deserve access to a full range of tools and services in a language you’ll understand. And you want to work with someone you can trust—someone who has the experience and your financial interests in mind.

We bring all of that to you so you can build a better financial future.

The Services We Offer

Financial tools are available to all financial advisors; however, it’s the skills that the Murphy Wealth Management team brings that make the biggest differences. The level of detail and care exercised by our process-driven specialists make the following services stand out:


Investments

Construct an investment portfolio that uses tested principles to help avoid common investor pitfalls.

See Investments

Financial Strategies

Design your future with confidence using our strategic methods so you can live your best financial life.

SEE FINANCIAL STRATEGIES

Retirement

Support your vision of a secure retirement with a sound approach and close look at potential income sources.

SEE RETIREMENT

Insurance

Protect your family and let an insurance company take the financial risk that comes with life events.

SEE INSURANCE

Tax Minimization

Use deferrals and tax-efficient investing strategies to manage the impact of taxes on your financial efforts.

SEE TAX MINIMIZATION

Business Planning

Make every next step an exciting one with a plan to grow your brand or construct a buy/sell agreement.

SEE BUSINESS PLANNING

Who We Serve 
Solutions For All Your Needs

We offer a wide variety of services all geared to help you with your financial goals.

Business Owners

Business Owners

Design your retirement strategy or your buy/sell agreement with confidence, knowing that your financial goals will be met.

Learn more
Medical Professionals

Medical Professionals

Protect your specialized career with specialized financial strategies that chart your time horizon and retirement plans.

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Individuals & Families

Individuals & Families

Help Ensure lifestyle balance, the meeting of future needs, tax efficiencies, and personal finance goal integration.

Learn more

Why MWM?

Murphy Wealth Management develops wealth strategies with this concept in mind. Strategies are designed to withstand life's unexpected, weighted pressures so that you can remain focused and present. This provides you with a sense of confidence.

Our Wealth Management Process

Murphy Wealth Management goes beyond investing and managing your wealth. It means understanding you and your needs and applying our tools and services to help meet them. As a general outline, our wealth strategic process entails us to:

Step 1:
Explore

We will listen and learn about your goals and dreams.

Step 2:
Gain Knowledge

We will work together to collect and review your existing financial information.

Step 3:
Design

MWM will research, prepare, and present your custom wealth strategy options.

Step 4:
Educate

We will ensure you understand the details of the strategies presented.

Step 5:
Implement

We will implement your selected strategies and guide the process.

Step 6:
Monitor

We will monitor as life changes so that your selected strategies continue to be relevant to your needs.

We Want to 

Hear From You

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