Dublin, OH Office

LeClair Wealth Partners provides personalized financial planning and both discretionary and non‑discretionary investment advisory services to individuals (including high‑net‑worth clients), families, family offices, trusts, foundations and qualified retirement plans. The firm manages client assets through a firm-branded wrap fee program and non-wrap accounts, and it uses a digital platform (Zoe powered by Apex) to support reporting, rebalancing and other back‑office functions.

The firm describes a primarily fundamental, long‑term approach to portfolio construction while permitting shorter‑term trading when warranted, and it uses artificial‑intelligence tools to assist research while retaining final decision authority with firm personnel. LeClair invests across a broad set of instruments — mutual funds, ETFs, equities, fixed income, REITs, structured notes, private funds and derivatives — and discloses the use of margin borrowing, hedging and externally managed sleeves where appropriate.

Documents disclose several relationships and revenue sources that distinguish the firm from many peers: written solicitor/referral and endorsement arrangements (including agreements with Zoe and other third parties), participation in a private fund (BO Fund I) for which the firm receives carried interest, and affiliated insurance and broker‑dealer activities that can generate commission compensation. The brochure also highlights the firm’s use of the Zoe/Apex wrap‑style platform and includes specific disclosures about limited AI use and additional risks associated with derivatives, hedging and third‑party custodial arrangements.