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 unique goals, values, and life stage.
As a member of Stratos Wealth Partners, a Barron's Top 100 RIA firm for eight consecutive years, Dale brings institutional resources with a personal touch. His focus areas include retirement income planning, business exit strategies, and multi-generational wealth transfer.