Dale Puruczky

3750 Park East Dr Ste 200

Beachwood, OH

44122-4348

Phone:

Email:

440-505-5627

Dale M. Puruczky is a Wealth Advisor & Partner at Stratos Wealth Partners. Dale is also a Registered Financial Consultant (RFC), an LPL Registered Principal and an Investment Advisor Representative with Stratos Wealth Partners.

 

Dale focuses on the needs of clients who are preparing for and are retired. He utilizes aTEAM of Professionalsapproach including our Chief Investment Officer, CERTIFIED FINANCIAL PLANNERTM, and leverages strategic partners, such as Estate Planning attorneys, Insurance Professionals and CPAs to provide the best strategies to his client’s. Utilizing a personal value proposition, Dale uses anADVANCE & PROTECTinvestment process in order to help his clients work to reduce their exposure to risk; to potentially maximize risk adjusted returns and a Proactive Wealth Management Process guiding clients through the financial planning process. *No strategy assures success or protects against loss.”

 

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 specializes in advanced financial, retirement and estate planning from a net perspective. We specialize in working with retirees, people within several years of retirement, and business owners, helping them consider inflation and tax strategies to improve their financial future.

 

Dale has been a licensed financial professional for over 20 years; he earned his bachelor’s degree in Finance from Cleveland State University. He is 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, past board member of the West Geauga Kiwanis Club and has been granted the professional designation of Registered Financial Consultant (RFC).

 

Stratos Wealth Partners and LPL Financial do not provide legal and/or tax advice or services. Please consult your legal and/or tax advisor regarding your specific situation. 

August Wealth Advisors, LLC

The Loft, 101 Franklin Street, Suite A 

Westport, CT 06880

Toll free : 800-985-9477

Direct: 916-461-9451

Investment advice offered through Stratos Wealth Advisors, LLC, a Registered Investment Advisor DBA August Wealth Advisors, LLC.

August Wealth Advisors, LLC offers its financial services through Stratos Wealth Advisors LLC (“Stratos”), a Registered Investment Advisor with the U.S. Securities and Exchange Commission (the “SEC”). Registration with the SEC does not imply a certain level of skill or training. Public information concerning Stratos Wealth Advisors is available at https://www.adviserinfo.sec.gov/IAPD/Default.aspx.

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