Lachance Wealth Partners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
LaChance Wealth Partners serves individuals and high‑net‑worth clients with wealth management and financial planning services, including ongoing discretionary portfolio management, project‑based planning, and business‑planning consultations. The firm coordinates with third‑party professionals and, when appropriate, recommends outside managers to implement client plans.
The firm’s investment approach emphasizes tailored asset allocation and a blend of passive and active strategies across stocks, bonds, mutual funds and ETFs, and it may subscribe to model portfolios through an institutional marketplace. LaChance Wealth Partners operates as a fee‑only adviser and deploys outside managers or platform models to implement client allocations.
Distinctive features include the principal’s disclosed personal short‑term trading in exchange‑listed options, equity‑index futures, and ETF instruments conducted in a separate account, with written controls and disclosures to address potential conflicts. The firm is recently established and only recently began managing discretionary assets (about $2.4 million for a small client base) and executes client trades on an individual rather than aggregated (block) basis.
Client services
Expertise
Occupation focus
Fee options
$0 - $500,000: 1.75% $500,001 - $1,000,000: 1.25% $1,000,001 - $5,000,000: 1.00% $5,000,001+: 0.87%
Fee-only: Project-Based Financial Planning fixed fees range from $800 to $10,000
Main office
Shaker Heights OH
Advisors at this office
1
Most active in
Ohio
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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