TQM Wealth Partners LLC
About
TQM Wealth Partners is a Marblehead wealth management firm that acts as a personal CFO for high-income earners and high-net-worth families, business owners and executives. Its name refers to total quality management, and its approach starts with a Comprehensive Financial Plan that brings assets, liabilities and goals into one view, then guides investment, tax, insurance, business and legacy decisions. The firm stresses transparent, tax-efficient and fee-sensitive advice rooted in each client’s personal values.
Founder and CEO Marcel started the firm in 2016 and brings more than 25 years of experience in financial services, including roles as a financial advisor at Merrill Lynch and Morgan Stanley and leadership positions at financial institutions in Bolivia. The firm works with clients facing specific turning points, such as business owners nearing a sale, biotech executives with concentrated stock, people navigating divorce or widowhood, and families planning estate transitions across generations.
What to Know
- Marcel is a Certified Retirement Management Advisor.
- Jordi joined in 2017 as operations manager and has since become a Certified Financial Planner professional.
- Services include a dedicated Family Wealth Program.
- Professional collaborations are listed among the firm’s services.
Is this your business?
Claim it to add hours, photos, a description and a spotlight story.