A complete list of active advisors currently associated with Lachance Wealth Partners

Warmer can help you find a great advisor at Lachance Wealth Partners or one who fits your needs even better.

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.

To learn more about the advisors currently working at Lachance Wealth Partners, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Steven La Chance	Shaker Heights, OH	2

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