Fiduciary Advisor · Beachwood, Ohio · 40 Years
Talk to Dale for 30 minutes about your retirement, money, and taxes.
I’m Dale Puruczky. For 40 years, families across Ohio have come to me with one question: “Am I going to be okay in retirement?”
In 30 minutes on the phone, I’ll look at where you stand and tell you plainly. No cost. No pitch. No paperwork to fill out.
I’m a fiduciary — by law, I must put your interests first.
No products to sell. No commissions. Nothing to buy.
Just 30 minutes on the phone or Zoom — whichever you prefer.
Barron’s Top 100
RIA Firm · 2018–2025
8 Years
In a row recognized
Fiduciary
Your interests come first
40+ Years
Helping people retire
FINRA / SIPC
LPL & Stratos partners
Simple. Clear. No surprises.
What happens when you book a call with Dale?
Pick a time that works for you
The calendar is right on this page. It takes about two minutes. No forms. No questionnaires. Just choose a time.
We have a quiet conversation
I’ll ask where you are now, what you want to protect, and what’s on your mind. I listen first. No pitch.
You leave with real answers
Not general tips. Specific answers about your money, your timeline, and your options — so you finally know where you stand.
Pick a time.
Spend 30 minutes with Dale.
One short conversation. No paperwork. No pressure. If it’s not the right fit, we simply say goodbye - and you leave with clarity you didn’t have before.
If any of this sounds familiar…
You’re not alone - and you don’t have to figure it out by yourself.
Most people I meet with are smart, hardworking, and good with money. They just want someone honest to look at the full picture with them.
You’ve saved well - but no one has shown you what your retirement income will actually look like.
You own a business and haven’t planned how to exit it.
You’re not sure when to start Social Security, and the answer matters a lot.
You’re close to retirement and just hoping things will work out.
You worry about a market drop right before you stop working.
You’ve never had a clear, written plan you could trust.
You think you may be paying more in taxes than you need to.
You don’t know what life looks like financially on day one of retirement.
“That’s why I offer a free 30-minute call. Not to sell you anything. Just to show you where you really stand.”
— Dale Puruczky
In their own words
What people say after their first call with Dale.
“I had been putting off getting real answers about retirement for years. Dale asked the right questions, listened, and gave me the most honest picture I’d ever seen. No pressure. Just clarity.”
- Thomas R.
Business Owner, Ohio
“I thought I was on track. After 30 minutes with Dale I knew exactly three things to fix before I retire. That call saved me from a very expensive mistake.”
- Patricia M.
Pre-Retiree, Cleveland
“After 35 years of saving, nobody had ever sat down and shown me what my actual retirement income would look like. Dale did that in one call.”
- James W.
Retiring Professional, Beachwood
common questions
Answers to what people usually ask.
What is a fiduciary, and why does it matter?
A fiduciary is an advisor who is legally required to put your interests first. That means I can’t recommend something just because it pays me more. I have to recommend what’s right for you. Many advisors are not fiduciaries. I am.
Is the 30-minute call really free?
Yes. There is no cost and no obligation. I offer it because I believe real relationships start with an honest conversation — not a sales pitch.
Do I need to bring or prepare anything?
No. If you want to get more out of it, it helps to know your rough savings, when you’d like to retire, and your top two or three questions. But even with nothing in hand, I’ll guide the conversation.
What happens after the call?
If we both feel it’s a good fit, I’ll explain what working together would look like. If not, that’s perfectly fine. I’ll happily point you in the right direction. No pressure either way.
How do you get paid?
I’m not paid on commissions. My firm uses a fee-based model tied to the assets we manage for you — so my incentive is to grow and protect your money, not to sell you something.
Is everything we talk about private?
Yes. Anything you share stays between you and me. Your situation, your questions, and your numbers are completely confidential.
Pick a time.
Spend 30 minutes with Dale.
One short conversation. No paperwork. No pressure. If it’s not the right fit, we simply say goodbye - and you leave with clarity you didn’t have before.
Completely confidential
No obligation, no pitch
30 minutes, real answers
Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Stratos Wealth Partners, Ltd., a registered Investment Advisor and separate entity from LPL Financial. Olympus Private Wealth Advisors, LLC. 25201 Chagrin Boulevard, Suite 375, Beachwood, Ohio 44122.
Dale Puruckzy
A fiduciary advisor helping people across Ohio retire with a clear, honest plan.
(440) 505-5627
[email protected]
© 2026 Olympus Private Wealth Advisors, LLC. All rights reserved. Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Stratos Wealth Partners, Ltd., a registered Investment Advisor. Stratos Wealth Partners, Ltd. and Olympus Private Wealth Advisors, LLC are separate entities from LPL Financial.