Who We Serve

Guiding individuals, families, and institutions with tailored financial strategies.

At Tenet Wealth Partners, we proudly serve a wide spectrum of clients—each with unique goals, values, and aspirations. From emerging affluent individuals to ultra-high-net-worth families, we are dedicated to delivering personalized wealth planning and portfolio management that genuinely enhances your total financial picture. By addressing every element of your wealth—beyond just investments—and offering specialized services, Tenet is your trusted partner for integrated, value-driven financial guidance.

Physicians

We understand how demanding and complex the life of a physician can be – especially when it comes to managing and overseeing financial matters. Your time is a valuable commodity, and our team is here to help get more back for you and provide financial peace of mind. With this in mind, we have created a specialized approach to helping physicians with all of their financial planning and investment management needs. We go beyond broad comprehensive planning areas to dive deep into solving for challenges that most impact physicians, including cash flow planning, asset protection, managing and mitigating your tax burdens, and both planning and protecting your legacy.

Whether you’re in private practice, employed by a hospital system, or planning for retirement, Tenet provides clarity so you can focus on your patients and your family.

Click here to learn more about our unique approach to serving physicians.

Dentists

Whether you are a practice owner or associate dentist, you are likely to face unique financial challenges compared to others: practice ownership and business decisions, effective retirement planning (both for you and your employees), high tax burdens, effectively protecting your assets, and eventually, practice transition planning.

Our team at Tenet has designed a custom approach to partnering with dentists at every stage —from starting as a new associate to building your practice to preparing for retirement and/or transitioning your practice to a new owner. All of these considerations can be overwhelming, but we help you plan the personal and practice side collaboratively and cohesively.

Click here to learn more about our specialized approach to partnering with dentists.

Business Owners

Owning a business can be incredibly rewarding, but it is also time-consuming and presents very unique challenges. As business owners ourselves here at Tenet, we know this first-hand. From a financial perspective, successful planning involves effectively balancing and coordinating your personal and professional priorities. At Tenet, we help business owners with cash-flow planning, designing ideal retirement plans, business succession strategies, tax planning and tax-efficient investment strategies, and wealth preservation strategies.

Whether you’re scaling your company or preparing for a future exit, we will bring the perspective of a partner who understands both sides of your financial life.

Click here to learn more about our specialized approach to partnering with business owners.

University Employees

Based in Champaign-Urbana, home of the University of Illinois, we assist many university professors and faculty with managing their financial lives and planning for future goals.

Illinois faculty and staff face unique retirement and benefit systems such as SURS (State Universities Retirement System). We can help guide you through pension choices, supplemental retirement savings, healthcare options, and coordinating your university benefits with your broader financial plan. With experience working alongside university professionals, we can help ensure your hard work today translates into a secure retirement in the future.

High-Income Professionals

Higher income provides opportunity, but can also bring complexities to navigate.

From minimizing taxes to maximizing savings vehicles such as 401(k)s, IRAs, and backdoor Roth strategies, our team helps high-earning professionals structure their financial plan in alignment with their goals. Our approach to streamline your investment strategy, retirement plan, tax plan, estate plan, and risk management helps ensure all aspects work together for your long-term benefit.

Empty Nesters

Becoming an empty nester marks a new stage in life—and often, a new set of financial priorities. With children grown and independent, many families shift focus to retirement readiness, estate planning, charitable giving, and making the most of their wealth. At Tenet Wealth Partners, we specialize in guiding empty nesters with comprehensive financial advisor and financial planning services. From our office in Champaign-Urbana, we proudly serve families across Central Illinois and the Midwest, helping them simplify financial complexity and plan confidently for the future.

Multigenerational High Net Worth Families

Significant wealth brings opportunities, complexities, and responsibilities. We specialize in serving high-net-worth families with integrated planning across investments, legacy planning, income and estate tax planning, tax efficient investment management, and gifting strategies (charitable and family). Our team provides concierge-level service, acting as your family’s financial advocate and coordinating with your tax and legal advisors to ensure your wealth is protected and sustained for generations.

Corporate Retirement Plans

Managing a retirement plan as an employer requires balancing fiduciary responsibility, cost efficiency, and employee participation. At Tenet Wealth Partners, we support corporate retirement plans as a trusted investment advisor as well as an independent plan advocate—guiding employers through every aspect of their retirement plan with high-touch support.

Standard & Specialized Retirement Plan Options: We advise on a broad range of plans including traditional 401(k), 403(b), SIMPLE IRA, and SEP IRA plans, as well as unique options such as Cash Balance Pension Plans for business owners and professional practices.
Fiduciary Oversight: We serve as a 3(21) fiduciary investment advisor and offer 3(38) and 3(16) services to ease liability and reduce administrative burden.
Participant Guidance & Education: Our “Three E’s” approach—Educate, Empower, Encourage—provides employees with the tools they need to prepare for retirement.
Plan Health & Cost Reviews: We conduct regular assessments of plan costs, risks, and participation to ensure your plan remains competitive, transparent, and effective.
Investment Research & Due Diligence: Open-architecture platform with access to an expansive universe of investment options. We perform enhanced due diligence in-house to build a customized fund lineup for your plan, utilizing innovative analytics technology and tools.
Independent Infrastructure & High-Touch Service: Our independent structure allows us to be service provider agnostic – helping you select the best Recordkeeper and TPA for your business. Our team provides a hands-on service model for employers and participants to make sure all of your needs are cared for.

Institutions - Corporations & Non-Profits

Corporations, foundations, and non-profits need an investment partner who understands both mission and fiduciary duty. We provide institutional investment management, endowment oversight, Investment Policy Statement (IPS) creation and reviews, board education, and governance support to help organizations steward assets responsibly. Our tailored approach ensures that your investment strategy is professionally-managed and in alignment with your mission and goals – ensuring sustainability and long-term impact.

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

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