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Cleveland, OH Office

Team
Updated today

Client AUM

$412,787,982

Clients

255

Advisors

3

Of 4 advisors across 2 offices

Location

7000 Fitzwater Road, Suite 300

Cleveland OH 44141

Advisors at this office

3

Advisors at this office

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Danielle L

Series 66

Cleveland, OH

Return on Life Wealth Partners

Danielle Lechard is a financial advisor with Return on Life Wealth Partners in Cleveland, OH, holding a Series 66 credential and five years of industry experience. She has worked at firms including LPL Financial, Alliance Bernstein, and Planned Financial Services. Return on Life Wealth Partners serves individuals, high-net-worth families, business owners, and retirement plans with comprehensive financial planning and discretionary portfolio management, offering services such as tax and estate planning coordination and family-office style solutions. The firm uses a values-centered approach to align portfolios with client goals and provides a range of concierge services alongside traditional advisory offerings.

Family Business Business exit / sale strategy College savings (529s, UTMA, etc.) Founder/Business Owner Professional Athlete Executive Mid-Career Professionals
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Chelsea H

CFP®, ChFC®, Series 63, Series 65

Cleveland, OH

Return on Life Wealth Partners

Chelsea Hussey is a CFP® and ChFC® with 15 years of experience in financial advisory roles. She currently serves at Return on Life Wealth Partners, having previously worked at firms including LPL Financial and Northwestern Mutual. Return on Life Wealth Partners provides comprehensive financial planning and portfolio management primarily for individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm employs a values-driven, holistic planning process that aligns investment and legacy strategies with client goals and offers a range of fee arrangements alongside specialized services.

Family Business Business exit / sale strategy College savings (529s, UTMA, etc.) Founder/Business Owner Professional Athlete Executive Mid-Career Professionals
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Frank F

Series 63

Brecksville, OH

Return on Life Wealth Partners

Frank Fantozzi is a financial advisor with Return on Life Wealth Partners in Brecksville, Ohio, holding a Series 63 designation and over 32 years of industry experience. He has worked at Planned Financial Services, LLC and LPL Financial since 2004. Outside of advising, Frank serves as a non-profit board member coaching a girls travel soccer team and has acted as an expert witness in legal cases. Return on Life Wealth Partners provides comprehensive financial planning and portfolio management for individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm employs a values-driven, holistic planning approach that integrates investment, risk management, and legacy strategies aligned with client goals, offering both traditional and flexible fee arrangements.

Family Business Business exit / sale strategy College savings (529s, UTMA, etc.) Founder/Business Owner Professional Athlete Executive Mid-Career Professionals
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