Tenet Wealth Partners is a wealth management firm in Champaign, IL. The firm serves individuals, families, and institutions, ranging from the emerging affluent to multigenerational families, as well as nonprofits and retirement plans. As a fee-only fiduciary firm, they provide specialized services including investment management and advisory, retirement planning, tax planning, estate planning, and cash flow planning. Their expertise also extends to life insurance, long-term care planning, and strategic wealth advisory through their Family Office and Household Alpha approach.
Founded in 2021 by Kevan Melchiorre and Kyle Wetters, the firm is led by a team of CERTIFIED FINANCIAL PLANNER® professionals. The firm operates with an independent, privately-owned structure, allowing for a personalized experience and a focus on coordinating a client's entire financial picture. Their investment approach blends strategic and tactical elements to enhance risk management and return potential. Additionally, the team assists clients with philanthropic goals through the use of personalized Donor Advised Funds to support community charities.
Tenet Wealth Partners is recognized for its high level of service, maintaining a 5.00 rating. The firm is known for its commitment to being dedicated advocates for clients through every stage of life, utilizing an innovative yet simplified approach to help professionals and business owners manage complex financial decisions with confidence.
The firm provides expert financial guidance and wealth management solutions to the Champaign community.