Meet the Guardians

We are the Lifestyle Guardians.

We believe in a collaborative approach to develop comprehensive wealth management plans for each client.

We look forward to meeting you and helping you achieve your financial goals as your Trusted Family Advisors.

Dale Puruczky

Founding Partner / Private Wealth Advisor

With decades of experience in wealth management, Dale takes a holistic approach to financial planning that goes beyond the numbers. He believes in building lasting relationships and creating strategies that align with each client's...

Jeffrey G. Kitzberger, CFP®

Founding Partner | Private Wealth Manager

jeffrey.kitzberger@lpl.com

(440) 505-5740 Direct/Fax(216) 835-9525 MobileAs a CERTIFIED FINANCIAL PLANNER™ Professional, Jeffrey focuses his knowledge and talents on creating comprehensive wealth management strategies for his clients, by concentrating...