We like to know who our clients are and what drives them. Our initial discussions support identifying all ambitions, objectives, and potential obstacles. The foundation of one’s plan is developed during this dialogue.
Whether you have worked with professionals or new to the planning discussion, we will gather your current information and begin evaluating all aspects of your finances. During this phase, we will define your current position and test for efficiency. We will refer back to the objectives defined in Step One as the baseline of our assessments.
We’ll develop a financial strategy for us to live in. Our team will provide the follow-through to ensure all aspects of the agreed plan are implemented.
Establishing a financial strategy is only the beginning step. Life is dynamic; thus, the need for us to be in a constant relationship. We’ll be active in your world via strategy review sessions and thought sharing. These occasions will be proactively set.
We provide comprehensive planning solutions that integrate family, career, and business ambitions. Our goal is to help families, and business owners develop their balance sheets in designing and executing strategies focused on the accumulation, distribution, and preservation of wealth.
We believe a business should always be "Sale Ready," no matter your growth and transition plan. Typically one's business is their "primary asset," and all planning strategies should integrate. Our philosophy is that all business planning should be geared toward growing and preserving value in a reasonable amount of time.
Wealth Building & Preservation comes down to the efficiency of one’s balance sheet, cash flow management, constant evaluation of where capital is directed, and one’s ability to reduce or eliminate eroding factors such as tax, unplanned risks, and losses.
Jeremy D. Suarez, CExP™, CEPA®
Managing Partner & Director of Financial Planning
Director of Advanced Planning
Wealth Management Advisor & Marketing Coordinator
Michael Canarick, JD, LLM
Managing Partner & Director of Estate Planning
Investment Administration Coordinator
Client Relationship Manager
Jeremy has been in the financial advisory business since 2005 after graduating from Fordham University’s School of Business. He joined Tomoro as a managing partner in 2014. During his tenure, Jeremy has consistently excelled as an advisor in both the personal household and business planning arena. As a managing partner, Jeremy also serves as a mentor to all associates and is hands-on in supporting Tomoro’s growth planning. He has completed various curriculums and certifications, such as New York University’s graduate studies in financial planning, is a Certified Exit Planning professional, and Investment Advisor Representative. He and his family reside in Colts Neck, NJ.
Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian, AR insurance license #8401385 CA insurance license #0F94382
At Tomoro, we believe managing your wealth doesn’t have to be difficult. Together, we can create simple but powerful strategies to help optimize your unique wealth potential and safeguard it for generations to come.
This website is intended for general public use and is for educational purposes only. By providing this content, Park Avenue Securities LLC is not undertaking to provide any recommendations or investment advice regarding any specific account type, service, investment strategy or product to any specific individual or situation, or to otherwise act in any fiduciary or other capacity. Pleaes contact a financial professional for guidance and information that is specific to your individual situation. Securities products and advisory services offered through Park Avenue Securities LLC (PAS) member FINRA www.finra.org, SIPC www.sipc.org. OSJ: 2111 Route 34 Wall, NJ 08736 732.528.4800. PAS is a wholly-owned subsidiary of The Guardian Life Insurance Company of America (Guardian), New York, NY. Tomoro is not an affiliate of subsidiary of PAS or Guardian. 2020-113597 12/22