
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

After the rate cut: Investing beyond U.S. markets
September 19, 2025This rate cut – during a slowdown, not a slump – may support global risk assets. Here are the regions we’re focusing on.Read Now
September 2025 Fed meeting: Interest rates slashed by 25 basis points, signaling policy shift
September 18, 2025After much anticipation, the Federal Reserve cut rates by 25 basis points in September, marking a policy shift. What could this mean for economic policy going forward?Read Now
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New York estate planning
September 17, 2025When putting together an estate plan or any financial plan, you and your attorney should consider the various different state laws that could impact the plan in addition to federal laws. Here are some important items to think about for individuals with ties to New York State.Read Now
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August inflation ticks up slightly: Is the Federal Reserve still on track for a rate cut?
September 12, 2025Consumer prices rose 0.4% in August, bringing annual inflation to 2.9% as the Federal Reserve weighs interest rate cuts.Read Now
After the rate cut: Investing beyond U.S. markets
September 19, 2025This rate cut – during a slowdown, not a slump – may support global risk assets. Here are the regions we’re focusing on.Read Now
September 2025 Fed meeting: Interest rates slashed by 25 basis points, signaling policy shift
September 18, 2025After much anticipation, the Federal Reserve cut rates by 25 basis points in September, marking a policy shift. What could this mean for economic policy going forward?Read Now
Are you maximizing your charitable giving?
September 18, 2025If you are planning on donating to charity this year, be sure to consider these best practices and helpful tips to help you maximize your impact.Read Now
New York estate planning
September 17, 2025When putting together an estate plan or any financial plan, you and your attorney should consider the various different state laws that could impact the plan in addition to federal laws. Here are some important items to think about for individuals with ties to New York State.Read Now
“Family of choice” can be a framework for caregiving support for LGBTQ+ seniors
September 16, 2025“Family of choice” can be a framework for caregiving support for LGBTQ+ seniors. Read on to learn more.Read Now
Business succession planning: Valuing your business
September 16, 2025Understand the basics of business valuation and how it can help you make better-informed decisions as your company grows and you get closer to succession.Read Now
6 strategies to consider before year-end
September 15, 2025As the year comes to a close, here are six strategies to consider when thinking about your finances. Learn some steps to help set yourself up for financial success in 2025 and beyond.Read Now
Aligning your strategy with your goals: The value of wealth planning
September 15, 2025There are many components to a strong wealth plan. Being intentional about building a holistic wealth strategy will help ensure alignment with your short- and long-term goals.Read Now
August inflation ticks up slightly: Is the Federal Reserve still on track for a rate cut?
September 12, 2025Consumer prices rose 0.4% in August, bringing annual inflation to 2.9% as the Federal Reserve weighs interest rate cuts.Read Now