Profile Preview — Altss
Return on Life Wealth Partners Overview
Type
Multi Family Office
Year Founded
1994
General Information
Return on Life Wealth Partners is a multi-family office headquartered in Cleveland. Founded in 1994 by CPA and former Arthur Andersen tax specialist Frank Fantozzi, it traces its wealth origin to his accounting and investment-advisory practice, which has evolved into a comprehensive platform serving multiple affluent families with integrated planning, investment management, and tax strategies—supports multigenerational wealth stewardship.
Contact Information
Website:
https://www.plannedfinancial.com
Year Founded:
1994
Investment Focus & Strategy
Open To First Time Funds:
Institution Type:
Multi Family Office
Leadership & Principals
Need institutional-grade insight on family offices?
Altss delivers:
- • Live OSINT deal alerts
- • Allocation history by asset class
- • Principals with verified direct contacts
Prefer a guided tour?
We’ll walk you through:
- • Interactive funding timelines
- • Custom mandate & allocation filters