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
