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Connect with our team of experienced professionals to help build your wealth, happiness, and financial freedom!

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Our Process

Step One

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.

Step Two

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.

Step Three

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.

Step Four

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.

Our Focus

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.

Business Planning

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.

  • Business Valuation Support
  • Transition & Exit Planning
  • Liquidity Management
  • Retirement & Key Employee Benefits
  • Operating Agreement & Buy-Sell Review
  • Business Continuity
  • Insurance Planning
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Personal Wealth Planning

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.

  • Cash Flow Management Strategies
  • Will, Asset Protection & Estate Planning
  • Asset Management: Liquidy, Retirement, and Brokerage
  • Comprehensive Coordination & Decision making
  • Funding for Life Goals
  • Team of professionals who Act as A Family Office
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Meet Our Team

Jeremy D. Suarez, CExP™, CEPA®

Managing Partner & Director of Financial Planning

David Sutton

Director of Advanced Planning

Michael Canarick, JD, LLM

Managing Partner & Director of Estate Planning

Dana Vinci

Investment Administration Coordinator

Chasity Boniface

Client Relationship Manager

Robert Farrell

Investment Manager

Meet

Jeremy Suarez

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

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Ready to get started?

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.


jsuarez@tomoronow.com
732-655-6221