Tenet Wealth Partners

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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.

“If I set up a revocable trust, do I give up control?”It’s a common question, and an important distinction when consider...
10/14/2026

“If I set up a revocable trust, do I give up control?”

It’s a common question, and an important distinction when considering different types of trusts.
With a revocable trust, you generally maintain control of the assets during your lifetime and can make changes as your circumstances or wishes evolve. An irrevocable trust works differently and may be considered for specific estate planning goals.

Ultimately, the right structure depends on what you want the trust to accomplish.

For Financial Planning Month, we’re breaking down some of the key differences between revocable and irrevocable trusts:
https://tenetwealthpartners.com/insights/revocable-vs-irrevocable-trusts-do-you-give-up-control/

𝗛𝗶𝗴𝗵𝗲𝗿 𝗿𝗮𝘁𝗲𝘀. 𝗡𝗲𝘄 𝗺𝗮𝗿𝗸𝗲𝘁 𝗵𝗶𝗴𝗵𝘀. 𝗔𝗻𝗱 𝗽𝗹𝗲𝗻𝘁𝘆 𝗳𝗼𝗿 𝗶𝗻𝘃𝗲𝘀𝘁𝗼𝗿𝘀 𝘁𝗼 𝗸𝗲𝗲𝗽 𝗮𝗻 𝗲𝘆𝗲 𝗼𝗻 𝗵𝗲𝗮𝗱𝗶𝗻𝗴 𝗶𝗻𝘁𝗼 𝘆𝗲𝗮𝗿-𝗲𝗻𝗱.The third quarter was a...
10/13/2026

𝗛𝗶𝗴𝗵𝗲𝗿 𝗿𝗮𝘁𝗲𝘀. 𝗡𝗲𝘄 𝗺𝗮𝗿𝗸𝗲𝘁 𝗵𝗶𝗴𝗵𝘀. 𝗔𝗻𝗱 𝗽𝗹𝗲𝗻𝘁𝘆 𝗳𝗼𝗿 𝗶𝗻𝘃𝗲𝘀𝘁𝗼𝗿𝘀 𝘁𝗼 𝗸𝗲𝗲𝗽 𝗮𝗻 𝗲𝘆𝗲 𝗼𝗻 𝗵𝗲𝗮𝗱𝗶𝗻𝗴 𝗶𝗻𝘁𝗼 𝘆𝗲𝗮𝗿-𝗲𝗻𝗱.

The third quarter was a good reminder that markets don’t always tell one clean story. Interest rates climbed to levels not seen in roughly two decades, while major U.S. stock indexes reached new highs.

Add in the Fed’s first rate hike in three years, rising oil prices, and a midterm election just weeks away, and there’s a lot competing for investors’ attention.

In our Q4 Market Outlook, we break down what shaped the quarter, what we’re watching next, and why keeping market headlines in the context of your broader financial plan matters.

Read more: https://tenetwealthpartners.com/insights/q4-2026-market-outlook/

10/12/2026

Retirement planning isn’t just about how much you save. It’s also about where you save.

In this video, we share why taxable investment accounts can play an important role alongside retirement accounts, offering additional flexibility when it comes to accessing funds and planning for taxes.

Having a thoughtful mix of account types can create more options as your needs change throughout retirement.

If you’d like to discuss how your retirement income strategy fits into your overall financial plan, let’s connect.

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/

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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