Torren SzulukTorren SzulukExecutive DirectorWealth Partner
About Torren
Torren Szuluk is an Executive Director and Wealth Partner with J.P. Morgan Wealth Management.
Torren works closely with high- and ultra-high-net-worth individuals who seek sophisticated guidance to address the full spectrum of today's wealth management needs. He acts as a powerful advocate, helping navigate the financial decisions necessitated by complex balance sheets and substantial assets.
The cornerstone of Torren's approach is multi-generational planning—trust and estate strategies, charitable gifting, retirement planning, wealth transfer and more. Through the use of modeling tools, he constructs portfolios that may include traditional assets as well as alternative investments, private equity, private debt and hedge funds. By building strong relationships with the entire family, he helps preserve their wealth for future generations and enhance the footprint they wish to leave on the world. He enjoys developing tailored approaches that align with the highly personalized scenarios of each client.
Over a nearly 30-year career, Torren has worked in Palm Beach and Miami—two of the most dynamic markets in Florida. He is known for delivering very responsive customer service, scaling one of the world's largest financial institutions down to a boutique level. Torren's experience spans Wachovia/Wells Fargo Private Bank of Palm Beach and UBS Private Wealth Management Palm Beach. Most recently, he was with Smith Barney/Morgan Stanley, where he was a Senior Portfolio Manager and a Director of alternative investments.
Torren earned a B.S. from North Carolina State University and holds FINRA Series 7, 31, 63 and 65 securities licenses.
Originally from the Delray, Boca Raton and West Palm Beach areas, Torren served on the Board of Operation 120, an organization that provides supportive housing and transitional life skill services to displaced and at-risk female military veterans. He is also a UHealth Champion with the University of Miami.
Torren and his wife now reside in Miami Beach. A lacrosse family, his two college aged sons play the sport at Johns Hopkins University and Roger Williams University.
Insights
April 2025 inflation rate lower than expected: What this means for investors
May 14, 2025The April 2025 Consumer Price Index (CPI) print from the Bureau of Labor Statistics showed that inflation cooled further in April. However, the potential impact of tariffs still looms.Read Now
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May 8, 2025The Federal Reserve held interest rates steady during its May meeting and vowed to take a “wait-and-see” approach to future cuts.Read Now
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May 5, 2025The April 2025 jobs report underscored the labor market’s resilience in the face of trade policy uncertainties and recent market volatility.Read Now
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May 5, 2025Easy-to-use artificial intelligence tools may soon change our work and school lives. But they come with a host of new privacy threats. Here are some ways to help protect yourself.Read NowApril 2025 inflation rate lower than expected: What this means for investors
May 14, 2025The April 2025 Consumer Price Index (CPI) print from the Bureau of Labor Statistics showed that inflation cooled further in April. However, the potential impact of tariffs still looms.Read NowHow to better position portfolios before the hard data changes
May 9, 2025The impacts of elevated uncertainty aren’t fully reflected in the hard data. Here are a few things investors can do now.Read NowMay 2025 Fed Meeting: Rates hold firm again as FOMC takes ‘wait and see’ approach
May 8, 2025The Federal Reserve held interest rates steady during its May meeting and vowed to take a “wait-and-see” approach to future cuts.Read NowFinancial considerations for multigenerational households
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May 7, 2025You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read NowThe art of making your estate plan matter: Using your superpower as a “wise giver”
May 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read Now3 ways to stay active while in retirement
May 5, 2025Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read NowWhat April’s solid jobs report means for the stock market and interest rates
May 5, 2025The April 2025 jobs report underscored the labor market’s resilience in the face of trade policy uncertainties and recent market volatility.Read NowAI tools and your privacy: What you need to know
May 5, 2025Easy-to-use artificial intelligence tools may soon change our work and school lives. But they come with a host of new privacy threats. Here are some ways to help protect yourself.Read Now