Cleveland, Ohio - (November 2023) – Return on Life Wealth Partners was named a Weatherhead 100 Enterprise company (in the category formerly known as Upstarts) for the 11th time by the Weatherhead School of Management, Case Western Reserve University. Established in 1988, the Weatherhead 100 awards are the premier celebration of Northeast Ohio’s spirit of entrepreneurship and the companies leading the way in Northeast Ohio. Each year the organization recognizes a group of companies who represent examples of leadership, growth and success in our region.
Weatherhead 100 Enterprise companies represent fast-growing companies with 15 or fewer employees or net sales of less than $5 million last year. Return on Life Wealth Partners will be honored among its peers at the 35th Annual Weatherhead 100 Awards Ceremony which will be held on December 14th at the Huntington Convention Center of Cleveland.
“Being recognized among Northeast Ohio’s most successful growing companies is a great honor for our experienced team who work hard every day to provide a consistently exceptional experience to the high-net-worth families and business owners we serve,” said Return on Life Wealth Partners President and Founder, Frank Fantozzi, CPA, MST, PFS, CDFA, AIF®, CEPA.
For nearly three decades, the Registered Investment Advisor (RIA) firm has provided tailored strategies for the unique challenges high-net-worth families and business owners face. In October 2023, the firm changed its name from Planned Financial Services to Return on Life Wealth Partners to further emphasize its personalized approach to helping clients pursue the Return on Life® they desire, which focuses on supporting the goals and values each client defines as meaningful and purposeful in their lives.
The name change announcement coincided with the rollout of a set of aggressive new business goals, including the firm’s plans to double its number of employees over the next five to seven years and anticipates doubling its assets under management (AUM) by 2029, with an annual growth rate of 15%. Upon reaching these milestones, Return on Life Wealth Partners will begin to transition to an employee stock ownership plan (ESOP).
About Return on Life Wealth Partners
Return on Life Wealth Partners is an independent Registered Investment Advisor (RIA) with headquarters in Cleveland. The team provides comprehensive wealth planning services to individuals, families, and business owners. By examining clients’ lives before their money, Return on Life® aligns its advice with clients’ values. With access to its Complete Family Office (CFO)℠ and Personal CFO™ services, Return on Life Wealth Partners aims to help clients achieve the milestones that matter most to them. This personalized approach also extends to the institutional and corporate retirement plan services available through 401(k) Prosperity®.
Investment advice offered through Planned Financial Services, a Registered Investment Advisor. For additional information about the firm and our services, see our Disclosure Brochure (Form ADV Part 2A) and Customer Relationship Summary (Form CRS) brochure.
Frank Fantozzi was recently named a Forbes Best-In-State Wealth Advisor. The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.
Investment advice offered through Planned Financial Services, a Registered Investment Advisor. For additional information about the firm and our services, see our Disclosure Brochure (Form ADV Part 2A) and Customer Relationship Summary (Form CRS) brochure.