Difference

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^TM 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

Our investment approach harmoniously combines the low-cost nature of passively managed solutions with actively managed diversifying strategies. We look to optimize diversification and opportunities for achieving differentiated risk-adjusted returns by tailoring investment strategies to align with each client’s specific goals and values.

Technology

We support our clients with innovative and best-in-class technology combined with the human touch and personal attention of our advisory team. Clients enjoy access to aggregated reporting that captures their whole financial life on a single screen.

Independence

We are an independent, employee-owned business, dedicated to our clients and community. Our independence provides us the unique flexibility and latitude to focus all of our time, resources, and solutions on the wealth management client experience, without corporate barriers. We think of our clients as our stakeholders, and our mutual success is aligned.

Specialized Services

We are deeply experienced in creating custom solutions to address the particular financial needs of specific clientele, including:

medical practitioners and professionals, business owners, university employees, and non-profits.

We invite you to contact us to learn how we can help you build greater value into your financial situation.