Bentley Wealth Management

TQM Wealth Partners LLC is a registered investment adviser firm based in Marblehead, Massachusetts, and also operates in New York and Florida. The firm offers a range of services, including comprehensive financial planning, investment management, and legacy planning, aimed at assisting clients in achieving their financial goals. With a robust Business Continuity Plan in place, TQM is prepared to respond effectively to significant business disruptions, ensuring the prompt access of clients to their funds and securities. This strategy emphasizes safeguarding employees and property, maintaining operational resilience, and facilitating transparent communication with clients during challenging times. Generated from the website

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Marblehead, MA area, Brian McCarren will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.