Team PWM

Dale M. Puruczky

Wealth Advisor & Partner

 

Dale M. Puruczky is a Wealth Advisor & Partner at Stratos Wealth Partners.  Dale is also a Registered Principal with the nation’s largest independent broker/dealers, LPL Financial.*

 

Dale focuses on the needs of clients who are preparing for and are retired.  He utilizes a TEAM of Professionals approach including our Chief Investment Officer, Certified Financial Planners (CFP), Estate Planning attorneys, Insurance Professionals and CPAs to provide the best strategies to his client’s.  Utilizing a unique value proposition, Dale uses a TACTICAL TILT investment process in order to help his clients reduce their exposure to risk, maximize risk adjusted returns and a Proactive Wealth Management Process guiding clients through the financial planning process.

 

Our mission is to empower our clients, as their True Wealth Advisor, to make sound wealth planning decisions through communication, education and a service which exceeds their expectations.

 

The practice focuses in advanced financial, retirement and estate planning from a net perspective.  We focuses in working with retirees, people within several years of retirement, not-for-profit organizations and business owners, helping them consider inflation and tax strategies to help improve their financial future.

 

Dale has been a licensed financial professional for over 25 years; he earned his bachelor’s degree in Finance from Cleveland State University.  He is a mentor for David’s Challenge Young Achievers program, an officer and board member of Lake-Geauga Recovery Centers, Inc., the past President of the Business Alliance chapter of BNI (Business Network International), a past leadership member of the Greater Cleveland United Way, a past Trustee for the Chesterland Chamber of Commerce,and past board member of the West Geauga Kiwanis Club.

 

A resident of Chesterland Ohio, Dale lives with his wife Ann, their children, Emily, Isabella, Nicholas and their 7 pets.*Based on total revenues, Financial Planning magazine, June 1996-2008.

*Securities offered through LPL Financial, member FINRA  / SIPC Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor and a separate entity from LPL Financial.

3750 Park East Drive - Beachwood, OH 44122

Office: (440) 505-5627 - Fax: (440) 505-5717​​​ - email: dpuruczky@stratoswp.com

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Securities offered through LPL Financial, member FINRA/SIPC. 

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed.

Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor and a separate entity from LPL Financial. The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AL, AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, ME, MD, MI, MN, MO, MS, MT, ND, NE, NH, NJ, NC, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV and WY

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