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The Sturkie Wealth Management Group of Stratos Wealth Partners Joe Dunat
Lexington, South Carolina

Serving Clients Nationwide

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Areas of Focus

  • Estate Planning
  • Investment Management
  • Living in Retirement
  • Owning a Business
  • Taxes

About Me

Joe Dunat is a Wealth Advisor affiliated with Stratos Wealth Partners in the Lexington, SC area. Joe has more than 20 years of experience in the Financial Services industry. In 2002, Joe joined Astoria Federal Savings Bank in Queens, New York and became their youngest ever Branch Manager. After successfully leading their largest flagship branch, Joe and his wife moved to Pennsylvania to take care of his elderly in laws and joined Bank of America in 2004. For the next 15 years, Joe served clients and employees of Bank of America in New York, Pennsylvania, Tennessee, Georgia and of course, South Carolina. As a Senior Vice President, Joe oversaw operations of over $800 million in deposits with 20,000 weekly client visits.

This move to join Stratos Wealth Partners and, specifically, the Sturkie Wealth Management Group is a return to his passion of assisting clients with wealth accumulation, retirement income planning and distribution, saving for educating their loved ones, and generational wealth transfers. He is committed to providing his clients and this community with the best service and personal financial guidance.

Joe graduated Magna Cum Laude from Queens College with a Bachelor of Arts degree in Economics. He later graduated Magna Cum Laude from Fordham University with his Masters of Business Administration, with a specialization in Finance. He currently holds his FINRA Series, 7, 9 and 10 registrations through LPL Financial, and 66 through LPL and Stratos Wealth Partners, as well as his Life Insurance license.

Joe resides in Lexington with his wife Joellen and their three children, Lucas, Adriana and Gabriella. A former player himself, Joe coached soccer in Lexington and still is actively involved in youth soccer in the Midlands. Joe is also an active member of the Knights of Columbus with the local parish.

Affiliations

  • Catholic Financial Planner Network
  • Ramsey Solutions Financial Coach

Primary Location

1315, North Lake Drive, Lexington, South Carolina, 29072

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Only
  • Flat Fee
  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free introductory call. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.

Offers Investment Management

Yes

About our Firm

The Sturkie Wealth Management Group:

✅ As independent advisors, we focus solely on serving your needs and acting in your best interest at all times. This provides you with the confidence you seek to pursue financial success on your terms.

✅ As an independent investment advisory firm we have no obligations to investment product manufacturers and no cross-sell quotas or home-office directives.

✅ We spend our time developing customized solutions for the unique challenges you face.

INVESTMENT PHILOSOPHY:

At the Sturkie Wealth Management Group, our investment philosophy is quite simple. We believe that both proper asset allocation and proper investment vehicle selection are the cornerstones to any efficient portfolio. This combination is what drives long-term risk-adjusted value in our client portfolios.

Our portfolios are thematic and tactical in nature. This allows us the ability to be nimble and capitalize on opportunities in the marketplace. Being tactical also affords us the ability to reduce risk where it may be perceived. We are philosophically distinct in that we employ a disciplined approach to asset allocation, yet we are unconstrained in our investment universe. Our definition of value investing is seeking growth and income at current prices which we believe are dramatically discounted from their fair market value. Thus, we look for value on a global scale within all traditional and non-traditional asset classes. At times, while seeking value, we may encounter short term volatility. We view volatility as an opportunity to capitalize on short term inefficiencies in the marketplace which may benefit our portfolio in the long run.

We focus heavily on risk management. Part of our risk management process is performing ongoing research and due diligence on all of our managers. In doing so, we have a qualitative and quantitative process that all our managers must meet before consideration in our portfolios. Our managers and portfolios are monitored on a daily basis.

Most importantly, we believe in full transparency. We align our investment interests alongside our clients. Our clients have full access to their portfolios. We believe in the concept of total return. Thus, we seek out investment vehicles with the most efficient cost to our clients.

All investing involves risk including loss of principal. No strategy assures success or protects against loss.

Education

Fordham University, Master of Business Administration (MBA) | Queens College, Bachelor of Arts, Economics

Badges

Hobbies and Interests

  • Animal Rescue
  • Animals
  • Basketball
  • Canoeing
  • Church
  • Cycling
  • Eating Out
  • Entertaining
  • Exercising
  • Family
  • Movies
  • Reading
  • Relaxing
  • Running
  • Soccer
  • Sports

Who We Serve

  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Couples
  • Divorce
  • Dual Income Family
  • Foreign-Born Individuals
  • Gen X
  • Gen Y / Millennials
  • Immigrants
  • Intergenerational Families
  • Living in Retirement
  • Parents
  • Widow
  • Women in Transition
  • Women Professionals

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