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

Insights

Wealth Planning

J.P. Morgan Summer Reading List 2024

May 21, 2024To usher in the summer months, we’ve gathered a list of inspiring, educational and entertaining books we’re reading. Check out the 2024 J.P. Morgan Summer Reading List.Read Now
Investing

How to invest in a world of increasing security risks

May 20, 2024Globally, governments and corporations are now spending more to implement new, innovative security solutions, creating investment opportunities in public and private markets.Read Now
Wealth Planning

How to successfully gift to heirs

May 20, 2024Winning wealth-transfer plans combine distribution policies, investment strategies and family governance principles. Here’s how to hit this trifecta.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.