About Torren Szuluk Group

Bespoke strategies built around your needs.

My approach is grounded in multi-generational planning so that I may help clients to embrace their power in building impactful legacies.

I get to know every aspect of clients' goals, family dynamics, aspirations and challenges, so I can reflect these within their wealth plan. By establishing strong relationships with all members of a family—especially younger stakeholders—I help simplify what can be complex concepts so they are financially confident and prepared for the responsibilities ahead.
I am backed by the intellectual strength of J.P. Morgan to tailor bespoke strategies for trust and estate strategies, charitable gifting, retirement planning, wealth transfer and more.

  • Investment management
  • Alternative investments, private equity and hedge funds
  • Asset allocation
  • Diversification
  • Risk management
  • Tax-advantaged strategies
  • Estate planning
  • Restricted securities and option strategies
  • Hedging and monetization strategies
  • Charitable giving approaches
  • Next generation education
  • Cash management
  • Mortgages
  • Customized lending and credit
  • Art & aircraft financing
  • Concierge services

Meet Our Team



Digesting the Fed’s ‘pause’

June 14, 2023The most aggressive rate tightening cycle in decades is now on hold, but are there more hikes coming than expected?Read Now

Eye on the Market: Letters to the Editor

June 13, 2023Mega-cap stocks and a robust performance in the articial intelligence sector has the market on a hot streak. Learn more here.Read Now

May jobs report: Labor market continues to be strong

June 4, 2023339,000 jobs were added in May, while unemployment ticked higher.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.