Return on Life Wealth Partners
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...
Return on Life Wealth Partners
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.
General information
Firm type
Multi Family Office
Year founded
1994
AUM
—
Location
Region
North America
Country
—
City
Brecksville
Corporate office
1000 Highland Drive, Brecksville, OH 44141
Frequently asked questions
What is Return on Life Wealth Partners?
Return on Life Wealth Partners is a multi family office headquartered in Brecksville.
When was Return on Life Wealth Partners founded?
Return on Life Wealth Partners was founded in 1994.
Where is Return on Life Wealth Partners headquartered?
Return on Life Wealth Partners is headquartered in Brecksville, in the North America region.
What does Altss track for Return on Life Wealth Partners?
Altss maintains an OSINT-verified profile of Return on Life Wealth Partners covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Return on Life Wealth Partners's website?
Return on Life Wealth Partners's public website is www.plannedfinancial.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Return on Life Wealth Partners?
Return on Life Wealth Partners is classified by Altss as a Multi Family Office within the North America region.
How does Altss source intelligence on Return on Life Wealth Partners?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Return on Life Wealth Partners?
Return on Life Wealth Partners's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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