Lifestyle Guardians
Freedom to Live the Life You've Always Imagined
Comprehensive wealth management for every life stage. From building your legacy to preserving it, we help you plan with confidence and clarity.

*On Sept. 12, 2025, Stratos Wealth Partners, Ltd. placed 23rd on the list for the year 2025. Stratos Wealth Partners, Ltd. applied for the award by submitting responses to a detailed questionnaire for the award committee's consideration. Stratos Wealth Partners, Ltd. did not pay any compensation to be considered for the award. The award is not representative of any one client's experience and is not indicative of our firm's future performance. The award was independently granted, as Stratos Wealth Partners, Ltd. has no affiliation with Barron's. Please note that the award is not a referral to, endorsement or recommendation of, or testimonial for the advisor with respect to its investment advisory or other services. Barron's weighs dozens of qualitative and quantitative components, including assets managed, the size and experience of teams, regulatory record of the advisors and firms, succession planning, technology spending, and staff diversity based on responses supplied by the advisor to a detailed survey. Barron's "Top 100 RIA Firms" ranking is based upon quantitative and qualitative criteria including: regulatory records, client retention reports, assets managed, revenue generated, technology spending, number of clients, size and diversity of staff, placement of a succession plan, and more. Investor experience and returns are not considered. Neither the firm nor its financial advisors pay a fee to Barron's in exchange for the ranking.
Our Services
Wealth Management for Every Stage
Whether you're building, preserving, or distributing wealth, we create personalized strategies aligned with your life goals.
Business Owners
Strategic exit planning, tax planning, and succession strategies to better position your business value and help safeguard your legacy.
- Exit Planning
- Tax Planning
- Succession Strategy
Pre-Retirees
Wealth accumulation, tax-efficient strategies, and retirement readiness planning to ensure you're on track for the life you want.
- Wealth Accumulation
- Tax Strategies
- Retirement Readiness
- Income Planning
Retirees
Income planning, estate planning, and wealth preservation strategies to give you confidence in retirement.
- Income Distribution
- Estate Planning
- Wealth Preservation
- Healthcare Planning
Free Resource
5 Things to Do Five Years Before You Retire
Don't leave your retirement to chance. Our comprehensive guide walks you through the critical steps to take in the five years leading up to retirement, so you can transition with confidence.
- Optimize your Social Security strategy
- Minimize your tax burden before and after retirement
- Evaluate healthcare coverage options
- Stress-test your retirement income plan
- Protect your assets with proper estate planning
Get Your Free Guide
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Resources
Free Guides and Insights
Explore our library of resources designed to help you make informed financial decisions at every stage of life.
Retirement Income Guide
5 things to do five years before you retire for a smooth, confident transition.
Guide5 Retirement Strategies for Small-Business Owners
Unique challenges business owners face when planning for retirement and how to address them.
GuideSocial Security Tax Guide
Understand how Social Security benefits are taxed and strategies to help reduce your tax burden.
GuideTax-Smart Withdrawal Guide
A strategic approach to drawing down retirement assets in a tax-efficient order.
Our Team
Meet the Guardians

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.

Jeffrey G. Kitzberger, CFP®
Founding Partner / Private Wealth Advisor
As a Certified Financial Planner professional, Jeffrey focuses on creating comprehensive wealth management strategies by concentrating on overall portfolio management. He collaborates with attorneys and tax professionals to assist individuals, executives, and business owners in effectively managing and preserving their wealth.
With more than 30 years as an investment professional, Jeffrey measures his success by the strength and longevity of his client relationships, seeking to understand each client's desired lifestyle, long-term goals, and retirement needs.
Get in Touch
Ready to Start Planning Your Future?
Schedule your free consultation today. There's no obligation and no pressure. Just a conversation about your goals and how we can help you achieve them.
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