Cleveland, OH Office
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Return on Life Wealth Partners
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About
Return on Life Wealth Partners works with individuals, high‑net‑worth families, business owners, and retirement plans to provide comprehensive financial planning and discretionary portfolio management. The firm’s service menu includes tax and estate planning coordination, retirement plan consulting, 529 plan management, and family‑office style offerings intended to integrate financial, insurance, and legacy planning.
The firm describes a values‑centered, holistic planning process that begins with family core values and uses a tailored investment policy and ongoing reviews to align portfolios with client goals and risk tolerance. Advisors typically manage accounts on a discretionary basis, use WealthVision for consolidated reporting, and meet with clients at least annually while employing AI tools for administrative support (not for investment decision‑making).
Compared with many team advisers, Return on Life offers retainer or subscription‑style arrangements billed in advance in addition to AUM and fixed planning fees, and it provides several concierge services (e.g., Personal CFO, Complete Family Office, STAR for high‑profile clients, elder care planning, bill management, and a Divorce Financial Analyst). The firm also discloses a close operational relationship with LPL Financial — including access to LPL advisory programs and that some advisors hold FINRA registrations and may, in their capacity as registered representatives, offer broker‑dealer products — which the brochure identifies as a potential source of conflicts of interest to consider.
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Expertise
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Occupation focus
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Location
7000 Fitzwater Road, Suite 300
Cleveland OH 44141
Advisors at this office
3
Advisors at this office
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.
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.
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.
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