The Tenet Difference: Security & Safety With assets safeguarded by Pershing-BNY Mellon, the world’s largest custodian, you can trust your investments are in good hands. BNY Mellon holds $37 trillion under custody
Tenet Wealth Partners
Financial Services
Champaign, Illinois 411 followers
Fiduciary Financial Advisors serving Champaign, Illinois and surrounding areas.
About us
Tenet Wealth Partners is an independent, next-generation wealth advisory firm led by Co-Founders and Managing Partners, Kevan Melchiorre CFP® and Kyle Wetters CFP®. Founded in 2021, the firm was born out of the desire to cultivate an immersive partnership with clients, encompassing all areas of their unique financial situation. Through an innovative yet simplified approach, Tenet focuses on generating measurable value beyond the portfolio through integrated planning while empowering clients to pursue their goals. Independent and privately-owned, the team has the freedom and flexibility to offer a full suite of services and a truly personalized experience, guiding clients through every phase of their life. The name “Tenet” comes from the founders resolute belief and guiding principle that clients must always come first, above all else. The team embodies this in everything they do, serving as true partners and confidants for discerning investors — from the emerging affluent to family offices and nonprofits — guiding them through every phase, challenge and goal. Learn how Tenet Wealth Partners can tailor a set of financial solutions for your particular situation that will give you the confidence and peace of mind to handle your financial decision making. Please see tenetwealthpartners.com for important related disclaimers.
- Website
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https://tenetwealthpartners.com/
External link for Tenet Wealth Partners
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Champaign, Illinois
- Type
- Privately Held
- Founded
- 2021
Locations
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Primary
301 N Neil St
Suite 303
Champaign, Illinois 61820, US
Employees at Tenet Wealth Partners
Updates
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Discover Kyle's expertise on charitable giving in the latest CIB publication, where he provides insights into two effective options. Click below to read the article. https://lnkd.in/g2tVK5PZ
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Have you heard of Cash Balance Pension Plans? They are a lesser known, but incredibly powerful, tax-advantaged retirement savings vehicle where business owners can potentially sock away six-figures annually. Our team at Tenet uniquely specializes in Cash Balance Plans. Check out our recent article to discover more about how they work, their benefits and advantages, and when they may be a good fit. https://lnkd.in/gEEeZyGi
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Today is a day dedicated to raising awareness about the benefits of 529 plans and encouraging families to start saving for their children's education. To help you get started, we've put together a list of the top 5 things you need to know about 529 plans: 1⃣ 529 plans are tax-advantaged savings accounts designed to help families save for future education expenses. 2⃣ Funds in a 529 plan grow tax-free, and withdrawals are also tax-free if they're used for qualified education expenses. 3⃣ You can use 529 savings to pay for more than just college - including K-12 tuition and apprenticeship programs. 4⃣ You can start a 529 plan for anyone, including yourself, and contribute up to the plan's maximum contribution limit. 5⃣ If your child doesn't end up needing the funds, you can easily transfer the money to a qualifying family member's 529 plan, or potentially rollover up to $35,000 tax-free into a Roth IRA for the beneficiary (if certain conditions are met). Overall, 529 plans are a powerful tool for saving for education expenses and offer flexibility and tax benefits that make them a great choice for many families. https://lnkd.in/g3zVJUiv
Unlocking the Benefits of 529 Plans | Tenet Wealth Partners
https://tenetwealthpartners.com
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Ready to simplify your finances and achieve financial freedom? Check out our latest article where we share six proven strategies to streamline your financial life. From budgeting tips to debt reduction techniques, we've got everything you need to take control of your money and pave the way to a brighter financial future. https://lnkd.in/dP7Ca9QE #FinancialFreedom #SimplifyYourFinances #MoneyManagement
6 Proven Strategies to Simplify Your Finances and Achieve Financial Freedom | Tenet Wealth Partners
https://tenetwealthpartners.com
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The Tenet Difference: Strategic Support The strategic support of our service partners, BNY Mellon Pershing and Sanctuary Wealth, allows us to spend more time focusing on client needs, services, and solutions. Through professional back-office, compliance, technology, and capital markets support, we are able to streamline the client experience and maximize efficiency and simplicity. Local service, backed by industry-recognized partners, ensuring excellence for our clients and supporting our commitment to provide the highest level of personalized service.
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With sticky inflation, slowing job markets, and the potential first rate hike to consider, investors are more focused than usual on corporate earnings. Wondering how these earnings might impact the stock market and economy overall? Check out our recent investment insights article to learn more. https://lnkd.in/dSbF_etC
How Earnings Can Guide Investors in Difficult Markets | Tenet Wealth Partners
https://tenetwealthpartners.com