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

Communicating wishes when preparing for a death

December 23, 2024Communicate and plan properly to ensure that wishes are satisfied.Read Now
Retirement

Retirement planning: Contribution limits for 2025

December 23, 2024The IRS released new limits for retirement contributions for 2025. How might this impact your plans? We break it down.Read Now
Markets

Will a shutdown tarnish a banner year for U.S. markets?

December 20, 2024History suggests there will be little impact, but could this time be different?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.