Return on Life Wealth Partners

Overview

Return On Life Wealth Partners is an independent, SEC-registered registered investment adviser organized as an LLC and operating since 2017. The firm serves both individual & family clients and institutional clients, and its ownership is held by an individual. It operates as a capital allocator, sourcing allocations to third‑party alternative managers in addition to managing traditional portfolios. Advisory services include comprehensive financial planning, portfolio management for individuals and small businesses, and pension consulting. Its fee arrangements are flexible and include percentage‑of‑AUM billing as well as hourly, subscription, and fixed fees. The firm is also engaged in other financial product sales and maintains an industry affiliation with a broker‑dealer. Return On Life Wealth Partners does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices