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David Taucher

Senior Portfolio Manager

David Taucher is Pistone's Senior Portfolio Advisor; a CERTIFIED FINANCIAL PLANNER™ professional that has focused on the financial markets for over 30 years.  He started his own financial planning firm that eventually merged with RAV Financial Services, LLC in 1995 where he served as Chief Investment Officer.  The company was a full service wealth management firm and was acquired by Sequoia Financial Group in 2016.

 

Dave’s approach to investing has evolved over time.  He has guided clients through the “Dot-Com Bubble” in 2000-2002 and the “Great Financial Crisis” in 2007-2009.  He believes that the structure of the financial markets have changed over the years and it is important to keep up with those changes.  He is a member of the National Association of Active Investment Managers (NAAIM).  Dave focuses on risk management in determining an appropriate investment allocation for a client.

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Investment advice offered through Stratos Wealth Advisors, LLC a Registered Investment Advisor. Stratos Wealth Advisors, LLC and Pistone Wealth Advisors are separate entities. 

Pistone Wealth Advisors

ltekavec@pistonewealth.com

29525 Chagrin Blvd #305

Pepper Pike, OH 44122

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©2017 Pistone Wealth Advisors

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Investment advice offered through Stratos Wealth Advisors, LLC a Registered Investment Advisor. Stratos Wealth Advisors, LLC and Pistone Wealth Advisors are separate entities. 

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IMPORTANT INFORMATION:

Investment advisory services are offered through Stratos Wealth Advisors, LLC, a Registered Investment Advisor with the U.S Securities and Exchange Commission (the “SEC”), located in Beachwood, Ohio. Stratos Wealth Advisors, LLC and Pistone Wealth Advisors are separate entities. Registration with the SEC does not imply a certain level of skill or training. Public information concerning Stratos Wealth Advisors, LLC, including the current written disclosure Brochure discussing our advisory services and fees, is available at https://adviserinfo.sec.gov/firm/summary/283816.

 

Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.

 

When you link to any of the websites provided here, you are leaving this website. The information and opinions contained in any of the material requested from this website are provided by third parties as well. We make no representation as to the completeness or accuracy of the information provided by third-party websites or third- party materials.

 

This web site is limited to the dissemination of general information pertaining to its services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of this web site on the Internet should not be construed by any consumer and/or prospective client as a solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. We do not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third-party, whether linked to this website or incorporated herein, and take no responsibility, therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
 

Investments involve risk including loss of principal and unless otherwise stated, are not guaranteed. The investment returns and principal value of the portfolio will fluctuate so that the value of an investor’s account, when redeemed, may be worth more or less than their original value. Be sure to first consult with a qualified financial advisor and/or tax professional before implementing any strategy discussed here. Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended), will be profitable or equal any historical performance level(s). Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice, or from any other investment professional. No strategy assures success or protects against loss.

 

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