# Return on Life Wealth Partners

Return on Life Wealth Partners is a Multi Family Office based in Cleveland, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Cleveland, United States
- **Region:** North America
- **Address:** 7000 Fitzwater Road, Suite 300, Brecksville, OH 44141
- **Founded:** 1994
- **Assets under management:** 392 (Altss estimate)
- **Website:** plannedfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/planned-financial-services

## Regulatory record

- **CRD number:** 112879
- **SEC file number:** 801-110086
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/112879

## About

Frank Fantozzi established the firm in 1994. Its wealth origin traces directly to his CPA practice and subsequent investment-advisory work. The operation functions as a multi-family office rather than a single-family vehicle. The firm allocates across private equity, real estate, and direct co-investments or SPVs. It also maintains a philanthropic and mission-related investing sleeve. All activity remains within North America. No specific portfolio companies or dated transactions appear in available records. The team includes Frank Fantozzi as president and founder, Cynthia Yang, and Chelsea Hussey as wealth advisors. The Fantozzi Family Philanthropic Fund operates alongside the advisory business. No additional offices or headcount figures are disclosed. No operational events from the last 24 months are recorded.

## Sectors

- Private Equity
- Real Estate

## People

- Frank Fantozzi — President and Founder
- Cynthia Yang — Wealth Advisor
- Chelsea Hussey — Wealth Advisor

## Questions

### Who runs investment decisions at Return on Life Wealth Partners?

Frank Fantozzi serves as president and founder. Cynthia Yang and Chelsea Hussey act as wealth advisors on the senior team.

### How does Return on Life Wealth Partners source proprietary deal flow?

The firm draws on Frank Fantozzi's long-standing relationships from his Arthur Andersen and CPA background plus memberships in the Entrepreneurs' Organization and Private Directors Association.

### Does Return on Life Wealth Partners participate in fund commitments or only direct deals?

Available information shows activity in direct co-investments, SPVs, private equity, and real estate but does not confirm participation in external fund commitments.

## Related profiles

- [UV Gestora](https://altss.com/profile/uv-gestora)
- [Timonier Family Office](https://altss.com/profile/timonier-family-office)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/return-on-life-wealth-partners

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