About Us

Tenet Wealth
Partners is a
next-generation
wealth advisory firm

working exclusively with discerning investors, from the emerging affluent to family offices to nonprofits. Independent and privately-owned, we have the freedom and flexibility to offer our clients a truly personalized experience, guiding them through every phase of life.

Founded in 2021, our firm was born out of the desire to cultivate an immersive partnership with our clients, encompassing all areas of their unique financial situation.

Through our innovative yet simplified approach, we focus on generating measurable value beyond the portfolio through integrated planning while empowering our clients to pursue their goals.

Our dedication to clients is unwavering, and we passionately believe in aligning our clients’ financial resources with their priorities and goals.

We advocate for our clients by providing a full suite of family-oriented services through an integrated and innovative approach. By simplifying their financial lives, our goal is to instill confidence as well as a sense of comfort.

mission

Our Mission is to deliver a unified, all-encompassing wealth advisory solution that integrates all areas of your financial lives – providing you with convenience, confidence and peace of mind.

our core tenets

Client-Focused Stewards

Client-Focused Stewards

Our duty as stewards goes above and beyond being a fiduciary, committing ourselves to moral, ethical and prudent decision-making for our clients.
Our standard of care is deeply rooted in prioritizing our clients' needs and goals.

Premier Service

Premier Service

As advisors, we have a responsibility to not only react to our clients’ needs, but to proactively communicate and deliver an incredible experience overall.
We are committed to service of the highest tier, without exception.

Dedicated Partners

Dedicated Partners

Our clients can all expect the personal attention of a dedicated team of skilled wealth advisors, serving as a trusted advocate and confidant for all areas of their financial life.

Planning-Centric

Planning-Centric

Financial planning is an essential process and a paramount component of our duty as financial stewards.
A cohesive, comprehensive financial plan synthesizes tailored, goal-based strategies, enabling clients to make better decisions, monitor progress towards their goals, and provide long-term peace of mind.

Integrated Approach

Integrated Approach

Our clients’ financial lives are multi-faceted, resulting in the need for an integrated, total approach.
We utilize sophisticated technology to integrate solutions that support and complement the varied aspects of your wealth management needs.

Value-Driven

Value-Driven

The pursuit of financial value should be relentless, and we strive constantly to identify multiple areas of financial gain for our clients.
Because investment portfolios are not the sole driver of financial rewards, we seek to identify measurable value beyond investment returns for optimal success and goal attainment.

Resource Partners

As an independent firm, Tenet Wealth Partners works in an open architecture, which allows us to access an unlimited range of investment products and solutions. We have partnered with industry leaders to provide our clients with high quality services and investment solutions.

Our world-class custodian for safeguarding our clients’ assets, BNY Mellon has over $2 trillion in global client assets under custody. Pershing itself custodies $820 billion in fiduciary assets.

$12 billion RIA based in Indianapolis, provides Tenet with operational, practice management, investment, and planning support for growing and managing our practice.

These industry leading partners allow us to provide best-in-class, integrated technology to our clients for both online access to their investment accounts as well as the ability to view their entire financial life and plan in one place.

These industry leading partners allow us to provide best-in-class, integrated technology to our clients for both online access to their investment accounts as well as the ability to view their entire financial life and plan in one place.