The Tenet Wealth Partners Difference
What Sets Us Apart?
Based in Champaign, IL – Tenet Wealth Partners is differentiated as a next-generation wealth advisory and financial planning firm in many ways that benefit our clients.
Fiduciary
We are fiduciaries, not just due to our structure as an RIA, but also in our client-centric approach and our duty as CERTIFIED FINANCIAL PLANNER® practitioners.
Integrated Approach
All of our financial planning and family-oriented services are included under one, transparent cost structure, as we take an integrated approach to guiding our clients’ entire financial lives. We are committed to addressing and solving every aspect of their wealth.
Household Alpha
We apply a unique focus on “Household Alpha”—a specific strategy to identify and deliver value beyond your investment portfolio, by evaluating taxes, costs and risks that impact the total financial situation.
Personalized Investing
Technology
Independence
Specialized Services
We are deeply experienced in creating custom solutions to address the particular financial needs of specific clientele, including:
- Physicians
- Dentists
- Business Owners
- Corporate Executives
- University Employees
- Pre- & Post-Retirees
- Empty Nesters
- Multigenerational Families
- Institutions – Corporations, Non-Profits, & Retirement Plans
We invite you to contact us to learn how we can help you build greater value into your financial situation.