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TQM Wealth Partner

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Overview

10 - 49

Employees

2016

Year Founded

ABOUT TQM WEALTH PARTNER

Wealth Management Advisors in Boston

Reach out to the knowledgeable wealth management specialists at TQM Wealth Partners to achieve financial clarity, protect your legacy, and align your wealth with your future objectives. Contact us today.
LANGUAGES SPOKEN
English
HIGHLIGHTS

10 - 49

Employees

2016

Year Founded

Services
Focus
Industries
Clients
Services Provided
100% Wealth Management

About the Team

OUR STORY
TQM Wealth Partners, founded in 2016 by Marcel V. Quiroga, embodies a comprehensive, total quality wealth management approach aimed at helping individuals and families protect, grow, and transfer their wealth efficiently and transparently. Recognizing that financial planning is integral to life planning, the firm prioritizes personalized strategies rooted in clients' values to maximize security and purpose. The experienced team, including Certified Financial Planners Jordi A. Bakovic and Miguel A. Rios, along with specialists in administration, legacy programs, and financial analysis, collaboratively deliver tailored advice across financial, investment, and legacy planning. With a strong commitment to community involvement and continuous professional development, TQM fosters financial independence and cultivates lasting prosperity for its clients.

Locations

Headquarters

122 Washington Street

Marblehead, Massachusetts, United States 01945
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