RETURN ON LIFE WEALTH PARTNERS

Overview

Return On Life Wealth Partners is an independent registered investment adviser organized as a limited liability company and active since 2017. The firm acts as a capital allocator for both individuals and families as well as select institutional relationships. Its advisory services emphasize financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting, while its business activities include the sale of other financial products and an affiliation with a broker‑dealer. Investment implementation is largely through pooled public funds and mutual funds, but the firm maintains a deliberate allocation to third‑party alternative managers across several strategies. Fee arrangements are flexible — percentage of AUM, hourly, subscription and fixed fees are all in use — which supports both ongoing asset management relationships and project‑based planning or consulting engagements. ESG investing is not a stated focus.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices