Areas of Focus
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Financial Life Planning
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Insurance
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Investment Management
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Retirement Planning
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Taxes
About Me
Tenet Wealth Partners is a next-generation wealth advisory & financial planning Firm based in Champaign, IL (also serving clients virtually nationwide).
Kyle Wetters co-founded Tenet Wealth Partners in 2021, intent on putting his client’s interests above all else. As a CERTIFIED FINANCIAL PLANNER™ practitioner, with over 17 years of experience in the financial industry, he specializes in retirement planning for his clients.
Kyle listens to his customers’ goals and values to develop long-term strategic plans to help them meet their specific needs and objectives.
Kyle received his Bachelor of Science degree in Finance from the University of Illinois at Urbana-Champaign. He participated in the Emerging Community Leaders program through the United Way of Champaign County and believes strongly in volunteering in our local communities.
Kyle works closely with Carle Health and serves on the Mahomet Seymour Education Foundation and Illini Rebounders boards. Kyle has been part of the Champaign-Urbana community for over 20 years and currently resides in Mahomet with his wife, Molly, and their two children, Everett and Marie.
Registered Representative of Sanctuary Securities Inc. and Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., a SEC Registered Investment Advisor. Tenet Wealth Partners is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.
Professional Designations
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CERTIFIED FINANCIAL PLANNER™ Professional
Primary Location
301 N. Neil Street, Suite 303 Champaign, IL 61820
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
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Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above and complete the brief form. We invite you to contact us and learn more about how Tenet Wealth Partners can tailor a set of financial solutions to your particular situation, giving you the confidence and peace of mind to handle your financial decision making. I look forward to speaking with you.
Offers Investment Management
Yes
About our Firm
Tenet Wealth Partners Is A Next-Generation Wealth Advisory & Financial Planning Firm.
We work exclusively with individuals, families, and institutions, from the emerging affluent to multigenerational families as well as retirement plans and nonprofits.
Our Mission is to deliver a unified, all-encompassing wealth advisory solution that integrates all areas of your financial life – providing you with convenience, confidence and peace of mind.
Our team of experienced financial advisors and CERTIFIED FINANCIAL PLANNER™ professionals partner with clients for all of their financial planning and investment management needs. 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.
OUR CORE TENETS
✅ 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.
✅ HIGH-TOUCH 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: 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: 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: 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: 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.
Through our innovative yet simplified approach, we focus on generating measurable value beyond the portfolio through integrated financial planning while empowering our clients to pursue their goals.
Education
University of Illinois Urbana-Champaign, Bachelor of Science (BS), Finance
Who We Serve
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Baby Boomers
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Business Owners
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Corporate Executives
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Couples
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Dual Income Family
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Gen X
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Gen Y / Millennials
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Intergenerational Families
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Living in Retirement
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Parents
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Young Families