TQM Wealth Partners, LLC

TQM Wealth Partners is a financial planning and wealth management firm based in Marblehead. It works with high-income earners and high-net-worth individuals and families, including business owners and executives, offering comprehensive financial plans, investment management, business planning, insurance management and legacy planning. The firm’s guiding idea is that financial planning is life planning: managing wealth well should give clients the security to focus on what matters most to them and, often, a greater sense of purpose.

Founder Marcel holds a business administration degree from Universidad Privada Boliviana and previously served as chief relationship officer at Capital Formation Group. She is active in the community as founder of The Legacy Dialogues, which encourages philanthropy, a member of the Board of Overseers at Salem State University and a founding member and former chair of the Latino Council for Boston Children’s Hospital. The firm’s planning includes equity compensation strategy and estate tax planning.

What to Know

• The firm was founded in 2016.
• Its advisors serve clients during major transitions such as divorce, widowhood or inheritance.
• Advice is described as transparent, data-driven and continuously monitored.
• Marcel volunteers with an Alpha program offered in Spanish at her church.