TQM Wealth Partners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
TQM Wealth Partners is a registered investment adviser that manages approximately $123.7 million in discretionary assets for roughly 65 clients, serving individuals (including high-net-worth clients) as well as small businesses, foundations, and charitable organizations. The firm offers comprehensive financial planning and portfolio management, delivered on both discretionary and non-discretionary bases and often combined to suit client needs.
The firm’s investment approach emphasizes a globally diversified, long-term discipline that mixes asset allocation with strategies such as Core+Satellite, Modern Portfolio Theory, and active management, drawing on fundamental, technical, charting, and cyclical analyses. It also provides specialized planning services—most notably family wealth planning that includes interviews, creation of family mission statements, and facilitated family meetings—and conducts periodic reviews and due diligence when recommending third‑party managers.
Notable distinctions in the brochure include the firm’s disclosure that it uses client endorsements and testimonials in its advertising, a practice uncommon among peers, and that it has recently applied for SEC registration. Additionally, a firm principal is a licensed independent insurance producer and the firm maintains a back‑office consolidated billing relationship (Asset Dedication) that can produce breakpoint discounts when assets are placed through that provider.
Client services
Expertise
Fee options
Fixed project fees for financial planning services ranging from $5,000 to $50,000
$0 - $1,000,000: 1.30% annually $1,000,001 - $2,000,000: 0.90% annually $2,000,001 - $3,000,000: 0.80% annually $3,000,001+: 0.70% annually
$250 per hour billed in 15-minute increments
Fee-only: Financial planning fixed fees range from $5,000 to $50,000; hourly fees of $250/hour
Main office
See office122 R Washington St
Marblehead MA 01945
Advisors at this office
1
Offices (3)
Most active in
Florida · Massachusetts · New York
Also doing business as
Tqm Wealth Partners · Tqm Wealth Partners, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Marcel Q
Series 66
Marblehead, MA
TQM Wealth Partners
Marcel Quiroga is a financial advisor at TQM Wealth Partners with 20 years of industry experience. He holds a Series 66 designation and has been with TQM Wealth Partners since 2016. Outside of his advisory role, he serves on the Board of Trustees Overseer at Salem State University and is president and founder of The Legacy Dialogues, a nonprofit providing educational programs on philanthropy. TQM Wealth Partners is a supported registered investment adviser managing approximately $124 million for about 65 clients, including individuals, small businesses, foundations, and charitable organizations. The firm employs a globally diversified, long-term investment approach that integrates fundamental, technical, and cyclical analysis, offering both financial planning and investment management services.
Jordi B
CFP®
St. Augustine, FL
TQM Wealth Partners
Jordi Bakovic Quiroga is a CFP® professional with nine years of experience at TQM Wealth Partners. Prior to joining the firm, he worked at Boston Children’s Hospital and Salem State University. He is based in Marblehead, MA. TQM Wealth Partners is a small, supported registered investment adviser managing approximately $124 million for about 65 clients, including individuals, small businesses, foundations, and charitable organizations. The firm provides financial planning and investment management using a globally diversified, long-term approach that incorporates fundamental, technical, and cyclical analysis.
Miguel R
CFP®, Series 65
Great Neck, NY
TQM Wealth Partners
Miguel Rios Amurrio is a CFP® professional with four years of industry experience, currently serving as an advisor at TQM Wealth Partners. Prior to joining TQM Wealth Partners in 2020, he worked at Chipotle Services, LLC and Groupo Mercantil, Santa Cruz S.A. His credentials include the Series 65 license. TQM Wealth Partners is a small, supported registered investment adviser managing approximately $124 million for about 65 clients, including individuals, small businesses, foundations, and charitable organizations. The firm employs a globally diversified, long-term investment approach that integrates fundamental, technical, and cyclical analysis and offers both financial planning and investment management services.
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