TQM Wealth Partners

Financial planning is integral to life planning. Where financial tools are honed and managed, life is capitalized, and aspirations, maximized. Our mission is driven by the belief that when security and serenity surround ones financial life, peace of mind and an increased sense of purpose follow.

Capital is a measurement tool encompassing all forms of leverage, including life itself. With our team of financial experts and strategists, we create asset dedicated portfolio tailored to each client’s wealth plan.

Our services have allowed our entrepreneur and c-suite executive clients to focus and build their business while we focus on the other side of the coin. Our roles range from protecting their business assets to creating exit strategies. From informal and formal business valuations to reviewing key employee insurance and buy-sell agreements, we are able to cater all of the solutions successful business owners need to protect and maximize the value of their hard work.

Marcel V. Quiroga founded TQM Wealth Partners in early 2016 with the purpose of providing objective advice through comprehensive financial and legacy planning to clients who value a more personable and human approach to independent advice. TQM was built for people who seek a boutique wealth management firm with large capabilities. In her role as CEO of the firm, Marcel provides strategic leadership for the team to provide their services with a total quality management approach. As a Retirement Management Advisor (RMA) and financial advisor, her primary focus is on advanced planning to help clients protect, grow and transfer their wealth in ways that help them meet their goals efficiently and that reflect their personal and family values.

There are many things Marcel likes about being on the TQM team. What she likes most, however, is spending time with clients, getting to know them and their families, and working to have a positive impact in thei

Miguel joined TQM in 2020 as a Business Development Manager and currently serves as a Wealth Adviser. In this role, he assesses clients’ overall financial picture, understanding their needs and developing a comprehensive plan for financial independence and legacy building. His focus is to guide clients to make profitable and secure financial decisions that are in their best interest. In doing so, Miguel cultivates strong client relationships.

There are many things Miguel likes about being on the TQM team. What he enjoys most, however, is building relationships with clients so they can count on a customized and dynamic comprehensive plan built to protect and grow their wealth within the framework of their personal objectives and dreams. Miguel believes that earning a client’s trust is one of the most valuable “assets” in the financial planning industry. That is why he is dedicated to collaborating with clients and the TQM team to provide high-quality

Jordi joined TQM Wealth Partners in 2017 as our Operations Manager. He supports our partnerships with clients in a variety of ways, including helping meet client services needs and building financial plans. In addition to handling day to day business operations, Jordi also provides operational strategic insights for our compliance and technology solutions, and he handles our partnerships with vendors and service providers. All partnerships are inter-related with the goal of creating efficiencies at TQM, where the focus is on quality for the benefit of our clients.