What To Look For When Choosing A Wealth Advisor Frank Wealth Insights podcast

What to Look for When Choosing a Wealth Advisor

11d ago 41:40

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On this episode of Frank Wealth Insights, Frank Fantozzi is joined by Wealth Advisor Danielle LeChard, CFP®, to explore what high-net-worth families might consider when selecting a financial advisor. They discuss factors that may influence the decision-making process—such as professional background, communication style, and planning approach—and highlight the value of working with an advisor whose philosophy aligns with your family’s goals.

Frank Fantozzi (CPA, MST, PFS, CDFA, AIF®, CEPA) is the President and Founder of Return on Life Wealth Partners. To learn more about the firm’s approach to planning and wealth management, visit ReturnOnLifeWealth.com or call 440-740-0130 to schedule a conversation with one of our team members.

IMPORTANT DISCLOSURES

Investment advisory services are offered through Planned Financial Services, LLC, dba Return on

Life Wealth Partners, an SEC-Registered Investment Adviser.

The views and opinions expressed in this podcast are for general informational and educational

purposes only and do not constitute specific financial, legal, investment, or tax advice. Listeners

should consult with a qualified professional before making any financial decisions.

The views expressed are those of the participants as of the date of recording and may change

without notice. Discussions may include forward-looking statements based on current beliefs and

assumptions, which are subject to risks and uncertainties.

Any forward-looking statements or references to potential outcomes are based on assumptions

and estimates and are subject to change. Past performance is not indicative of future results.

This podcast does not constitute an offer to buy or sell securities or financial instruments. Any

mention of third-party organizations or individuals is for informational purposes only and does not

imply endorsement, affiliation, or compensation.

This content may not be copied, reproduced, or distributed without the express written consent of

Return on Life Wealth Partners.

For more information about our firm, services, and full disclosures, please refer to our Form ADV

Part 2A Brochure, available upon request, or at https://www.adviserinfo.sec.gov.

19 episodes