Pre-Retirees
Shape your ideal retirement with a plan that flows with your dreams.
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Business Owners
Nurture your potential with a strategy that supports your growth and future.
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Entrepreneurs
Foster your business growth and navigate the financial terrain with steady guidance.
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High-net Worth Families
Secure your family’s future with thoughtful planning and guidance.
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Next-gen builders
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David Sutton
Sr. Insurance Specialist & Planning Associate
David Sutton is a Wealth Advisor and Underwriting Coordinator at Tomoro, where he has contributed since 2020. With over a decade of experience in the financial services sector following his studies at Rutgers University, David brings a wealth of expertise to his role.
In his capacity as Director of Advanced Planning, David works closely with senior advisors to tackle complex financial planning issues while also nurturing strong community connections. His focus is on assisting families with risk management and wealth accumulation, ensuring that their financial strategies are both effective and tailored to their unique needs.
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ESOPs Explained: A Practical Option for Business Owners Planning an Exit
If you are thinking about selling your business, you are likely balancing a few competing goals. You want fair value. You want to reduce taxes wher...
Business Owner Priorities Today: Control, Resilience, and Optionality
Many business owners today are not asking about exit timing. They are asking about control. They want confidence that the business can absorb press...
The Case for Including Bitcoin in a Diversified Portfolio
Executive Summary As fiduciaries, one of our roles is to help clients achieve their long-term financial goals by prudent, research-driven portfolio...
The Big Beautiful Bill Act Is Now Law
What It Means for Individuals, Business Owners, and Long-Term Strategy On July 4, 2025, the One Big Beautiful Bill Act (OBBBA) was signed into law—...
Why Wealthy Families are Turning to Independent Wealth Managers
Traditionally, the term “wealth management” conjures images of vast, venerable institutions. Gray suits. Jet black buildings. Nineteenth century fo...
The Family Business Succession Playbook
Legend has it that Andrew Carnegie, an all-time titan of industry, once commented on the challenge of preserving family wealth beyond three generat...
Legacy: What Does It Really Mean
Legacy: What Does It Really Mean? Words carry power. But sometimes, through overuse, we drain them of meaning. The word legacy has suffered t...
Why is it Important for Business Owners to do Assessments
Why is it Important for Business Owners to do Assessments? It’s tempting to picture a business as a static entity—either “successful” or a “s...
