About TQM Wealth Partners
Reviews for TQM Wealth Partners
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Monday: 9AM - 5PM
Tuesday: 9AM - 5PM
Wednesday: 9AM - 5PM
Thursday: 9AM - 5PM
Friday: 9AM - 5PM
Saturday: ClosedSunday: Closed
TQM Wealth Partners offers comprehensive financial planning and wealth management services to families, businesses, and organizations. The team, led by experts, provides authentic care and tailored solutions, going above and beyond to understand clients' needs and objectives. With a multidisciplinary approach, they cater to clients' present and future financial planning, personal wealth, and retirement planning. Clients appreciate the team's kindness, understanding, and responsiveness, fostering long-term relationships built on trust and confidence.
Marcel and the TQM team are phenomenal! They have helped me with financial planning for both present and future. They are super knowledgeable, approachable and trustworthy, always going above and beyond with kindness and understanding.
I have been working with Jordi and Marcel as my financial advisors since 2023. I decided to work with them given their credentials, background in personal financial management, as well as their culturally adaptive approach. I wanted to work with a firm with fiduciary responsibilities to me, who would look at my financial health broadly, and co-create a strategy based on my overall ambitions. I wanted to work with a firm I would hold a relationship with for years and years. I interact the most with Jordi and he has gone above and beyond to respond to my questions outside of our regularly scheduled periodic meetings.
Marcel and the team at TQM Wealth Partners have provided us with comprehensive financial planning and analysis services to optimize our personal wealth and retirement planning. Marcel takes the time to listen and understand our needs and objectives, and offers informed recommendations and solutions. We have the utmost level of confidence in her services and expertise.