Tenet Wealth Partners

Tenet Wealth Partners Fiduciary Financial Advisors serving Champaign, IL as well as all of Central Illinois, the Greater Midwest, and nationally. Securities and Exchange Commission.

Tenet Wealth Partners is a next-generation fiduciary financial advisory and financial planning firm. As an independent firm based on Central Illinois, we serve as our clients' dedicated financial partner to provide tailored guidance and solutions covering their total financial picture. Headquartered in Champaign, Illinois, Tenet serves clients across all of Central Illinois, the Greater Midwest, and nationally. Investment advisory services offered through Tenet Wealth Partners, LLC, a registered investment advisor with the U.S. This material is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor. This information is not an offer or a solicitation to buy or sell securities. The information contained may have been compiled from third-party sources and is believed to be reliable.

Life and the financial markets can change every day. While we can’t control every event or outcome, we can control how w...
10/08/2026

Life and the financial markets can change every day. While we can’t control every event or outcome, we can control how we respond and where we choose to focus our time and energy.

The same principle applies to financial planning. Staying disciplined, maintaining a diversified strategy, and being intentional about risk, costs, and taxes are all things within our control.

Sometimes, the best strategy is simply to focus less on what we can’t change and more on what we can.

Does creating a trust mean giving up control of your assets?The answer depends largely on whether the trust is revocable...
10/07/2026

Does creating a trust mean giving up control of your assets?

The answer depends largely on whether the trust is revocable or irrevocable. That distinction can affect how much control and flexibility you retain, how assets are managed and ultimately transferred, and how the trust may be treated for tax and estate-planning purposes.

In our latest article, we break down the key differences and the questions to consider when deciding how a trust may fit into your estate plan.

Read the full article: https://tenetwealthpartners.com/insights/revocable-vs-irrevocable-trusts-do-you-give-up-control

Kevan Melchiorre, CFP® was recently featured in CNBC, sharing his perspective on 401(k)s and retirement savings for Amer...
09/27/2026

Kevan Melchiorre, CFP® was recently featured in CNBC, sharing his perspective on 401(k)s and retirement savings for Americans in their 30s and 40s.

One consideration he highlighted: When an employer match is available, a 401(k) can be a higher-priority place to direct retirement savings.

We take a closer look at Kevan’s perspective and what to consider when evaluating your own retirement savings approach.

Read more: https://tenetwealthpartners.com/news-features/featured-in-the-news/401k-savings-30s-40s/

Major financial decisions are rarely just about the numbers.  They often involve family responsibilities, business owner...
07/23/2026

Major financial decisions are rarely just about the numbers.

They often involve family responsibilities, business ownership, retirement timing, tax implications, lifestyle goals, and the kind of legacy someone wants to build.

In our latest article, we explore why trusted advice matters when the stakes are high—and why the right advisory relationship should help bring both technical expertise and perspective to the table.

Read more here: https://tenetwealthpartners.com/investment-management-financial-markets/trust-in-financial-planning/

Running a healthcare practice means balancing patient care, staffing, operations, revenue, taxes, and long-term personal...
07/15/2026

Running a healthcare practice means balancing patient care, staffing, operations, revenue, taxes, and long-term personal goals.

As the practice grows, those decisions become increasingly connected.

In our latest article, we explore planning considerations for healthcare practice owners—from retirement plan design and cash flow to succession planning, debt structure, and personal wealth strategy.

Read more here: https://tenetwealthpartners.com/medical-professionals/financial-planning-for-healthcare-practice-owners/

For many families, wealth represents years of discipline, hard work, and careful decision-making. But building wealth is...
07/14/2026

For many families, wealth represents years of discipline, hard work, and careful decision-making.

But building wealth is only part of the equation. How those assets are eventually transferred can have a meaningful impact on taxes, family outcomes, charitable goals, and long-term legacy.

Advanced estate planning can help create a more coordinated framework for transferring assets efficiently and intentionally, especially when real estate, business interests, philanthropic goals, or multi-generational planning are involved.

In our latest article, we explore how advanced estate planning strategies can support more effective family wealth transfer.

Read more: https://tenetwealthpartners.com/estate-planning/how-advanced-estate-planning-can-maximize-family-wealth-transfer/

The first half of 2026 delivered no shortage of headlines—from inflation and oil prices to geopolitical uncertainty and ...
07/11/2026

The first half of 2026 delivered no shortage of headlines—from inflation and oil prices to geopolitical uncertainty and evolving questions around AI.

Yet markets continued to remind investors of an important principle: short-term uncertainty and long-term opportunity can exist at the same time.

While volatility can create understandable concern, reacting to every headline or moving to the sidelines can make it harder to participate in future recovery and growth. A well-diversified portfolio, built around your goals and risk tolerance, can help create discipline when markets feel anything but predictable.

In our latest market outlook, we explore key themes from the first half of the year and considerations investors may want to keep in mind as the second half of 2026 unfolds.

Read the full article: https://tenetwealthpartners.com/investment-management-financial-markets/mid-year-review-outlook-key-insights-for-the-second-half-of-2026/

07/11/2026

Mid-year is a great time to revisit your investment allocation.

Tenet Co-Founder and Managing Partner, Melchiorre, CFP, shares how market movement can shift your portfolio over time—and why a simple check-in can help keep everything aligned with your goals.

When your allocation matches your plan, everything works more smoothly.

If you haven’t reviewed your portfolio recently, connect with us.

Financial information has never been easier to find.   But more information does not always lead to better decisions—esp...
07/10/2026

Financial information has never been easier to find.

But more information does not always lead to better decisions—especially when guidance is generic, incomplete, or disconnected from the rest of your financial picture.

In our latest article, we explore why high-net-worth families often need more than financial content. They need a planning process that connects investments, taxes, retirement income, estate considerations, and personal priorities.

Read more here: https://tenetwealthpartners.com/investment-management-financial-markets/making-financial-decisions-confidence/

Address

301 N. Neil Street, Suite 303
Champaign, IL
61820

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 9am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+12172814250

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