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

Markets

5 things on the horizon for 2025

December 6, 2024From AI infrastructure to the labor market, here’s what interests us about the year ahead.Read Now
Wealth Planning

Selecting the right assets to give to charity

December 5, 2024If you plan on charitable giving, knowing how to choose the right assets to gift may help you maximize the value of your donations.Read Now
Business

Understanding business entities

December 5, 2024If you have a business or are thinking about starting one, you’ll have to decide how you want to structure it. Your answer may differ depending on your particular goals – like asset protection, tax efficiency, or ease of transitioning your business to family members.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.