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
Are we seeing irrational exuberance in the market? We don’t think so
August 8, 2025After last week’s jobs report, markets snapped back. We examine the underlying dynamics.Read Now
Insight 7: Develop a capable and committed rising generation
August 5, 2025Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read Now
July Jobs report highlights US job growth has slowed significantly; markets react negatively
August 4, 2025Job growth slowed in July with only 73,000 new jobs added and earlier months revised sharply lower, showing the labor market has weakened.Read Now
Differentiating large from small: Firm size and exposure to trade tensions
August 1, 2025With tariffs likely to settle at elevated rates, we explore how company size may shape the impactRead Now
July 2025 Fed meeting: Rates hold steady once again, potentially setting up fall intrigue
July 31, 2025The Federal Reserve held rates steady once again in July, but the decision wasn’t unanimous. What could that mean for economic policy going forward?Read Now
Insight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read Now
Defying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read Now
Capitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read Now
How to use life insurance as a financial asset
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read NowAre we seeing irrational exuberance in the market? We don’t think so
August 8, 2025After last week’s jobs report, markets snapped back. We examine the underlying dynamics.Read NowInsight 7: Develop a capable and committed rising generation
August 5, 2025Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read NowJuly Jobs report highlights US job growth has slowed significantly; markets react negatively
August 4, 2025Job growth slowed in July with only 73,000 new jobs added and earlier months revised sharply lower, showing the labor market has weakened.Read NowDifferentiating large from small: Firm size and exposure to trade tensions
August 1, 2025With tariffs likely to settle at elevated rates, we explore how company size may shape the impactRead NowJuly 2025 Fed meeting: Rates hold steady once again, potentially setting up fall intrigue
July 31, 2025The Federal Reserve held rates steady once again in July, but the decision wasn’t unanimous. What could that mean for economic policy going forward?Read NowInsight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read NowDefying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read NowCapitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read NowHow to use life insurance as a financial asset
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read Now