THRIVE welcomed Chamber member Marcel Quiroga, founder and CEO of TQM Wealth Partners, as she led a Lunch & Learn seminar in the Chamber’s Education Center on Feb. 21. The discussion centered on the importance of creating a solid financial strategy and emphasized that a well-crafted plan serves as the cornerstone for achieving and maintaining financial stability and success.
Quiroga somehow found a way to make the daunting and complicated subject of money feel lighthearted and manageable, leaving everyone in the room a bit more hopeful and prepared than how they entered. She noted, “The purpose of financial wealth is to enrich each and every part of our lives.” By setting goals, managing finances wisely, and investing strategically, individuals can navigate their financial journey with confidence and purpose. The key is to align your values, goals and priorities in a way that makes sense for you and your family.
TQM Wealth Partners is a registered investment advisor firm that helps individuals and families protect their financial independence, preserve their legacies, and transfer their wealth efficiently.
THRIVE will gather at an After Hours Networking event on Thursday, March 28, at Sea Level Oyster Bar in Salem. We hope to see you there.