About Us

Wealth isn’t built by chance. It’s built with strategy, resilience, and precision—just like a tiger’s hunt. At Tora Wealth, we don’t believe in one-size-fits-all financial solutions. We believe in tailored strategies that protect, grow, and sustain wealth for generations.

Our name comes from the Japanese word Tora (虎), meaning tiger—a symbol of strength, focus, and determination. Just as a tiger moves with purpose, Tora Wealth approaches financial planning with strategic intent.that seem impossible to fix. One case, in particular, highlights why we do what we do.

A client came to us in distress. Before the pandemic, she had i We don’t sell products; we provide solutions. We take the complexity of wealth-building and turn it into a clear, actionable path forward.

Solving Problems, Changing Lives

Many of our clients come to us when they feel trapped in financial situations nvested over $500,000 each into two indexed universal life (IUL) policies. However, after her original carriers were acquired by venture capital firms, their priorities shifted. She found herself at the mercy of increasing policy fees and decreasing index cap and participation rates, putting both policies at risk of early lapse and termination.

To make matters worse, both carriers had virtually eliminated customer support, leaving her unable to get clear answers. Her original agent had disappeared, and she felt abandoned in a financial nightmare.

But the damage extended beyond finances. The overwhelming stress took a serious toll on her health and personal life. She suffered from severe anxiety, lost her appetite, and ended up in the ER multiple times due to panic attacks. The strain was so severe that she and her spouse were on the brink of divorce. With the emotional and financial burden weighing her down, her relationship with her children also suffered.

This is where Tora Wealth stepped in.

After carefully understanding her priorities and financial goals, we developed a comprehensive strategy to rescue her policies. We successfully executed a 1035 exchange, transferring both policies to a new carrier that offered:

✅ A stronger policy contract with living benefits, including chronic and critical illness riders.

✅ A better health rating to reduce costs, which we secured by leveraging our direct relationships with regional VPs and senior underwriters.

But the impact of this solution went far beyond finances.

When we secured the new policies, it didn’t just restore her financial security—it restored her peace of mind. With the weight lifted off her shoulders, she was finally able to focus on what truly mattered. Her health improved, and to her surprise, her relationship with her children and spouse rekindled. The financial stress that had nearly torn her family apart was replaced by a sense of security and a renewed outlook on the future.

What started as a crisis ended as a transformation.

This is why we do what we do. Wealth isn’t just about numbers—it’s about security, control, and the ability to live life on your terms.

Why Tora Wealth?

Most financial agencies focus on selling policies. We focus on building legacies.

While others offer transactions, we offer transformation—helping clients navigate the financial landscape with clarity, confidence, and strategic intent. Whether it’s securing the right life insurance, optimizing financial strategies, or creating a lasting wealth plan, we bring the same level of focus, strength, and expertise that defines a true wealth-building strategy.

At Tora Wealth, we don’t just chase wealth—we build it with strength, strategy, and purpose.