Individuals & Families
Tenet works collaboratively with clients
to provide a financial strategy
tailored to their objectives.
Tenet works collaboratively with clients
to provide a financial strategy
tailored to their objectives.
Wealth Management
Every recommendation Tenet makes, whether it relates to a holistic financial plan or an investment portfolio, is made with a single obligation in mind: our clients' best interests. As a fee-only fiduciary compensated directly by our clients, we do not earn sales commissions or receive compensation from third parties. There is no incentive to recommend anything other than what is appropriate for our clients based on their personalized goals. That standard applies at every step of the process from the first conversation to ongoing reviews. Our relationships are built on transparency and a long-term commitment to each client's financial well-being.
Financial Planning Services
Investment Management Services
Life Transitions
We also work with clients experiencing a significant life change, such as retirement, the sale of a business, an inheritance, a divorce, a career change, or the loss of a spouse or partner. These transitions often involve financial considerations that feel overwhelming alongside the other changes requiring navigation. Decisions that once felt straightforward, or were handled by someone else, can feel unfamiliar and add further pressure to an already stressful period in life.
We help clients navigate these moments with patience, clarity, and a process designed to reduce complexity. Our goal is to help you move forward with a confidence grounded in knowing you have a trusted and knowledgeable partner at your side. If you are facing a transition and are not sure where to start, scheduling a conversation with us is a good first step.
Step 01
An initial conversation to learn about your goals and concerns. Use the “Schedule a Conversation” button below to get started.
Step 02
A closer look at your goals, finances, and concerns so we understand your full picture before making a proposal for services. This is a no-cost, no-obligation meeting.
Step 03
We identify the services we believe best fit your needs in a clear proposal that outlines recommended services and fees for you to consider.
Step 04
With an advisory agreement in place, we develop and execute on a plan tailored to your specific goals.
Yes. Doing so affords our clients the flexibility to meet with us from the comfort of their own homes or while traveling. We utilize secure portals and meeting connections for effortless communication. Our virtual work environment also allows Tenet to serve clients nationwide.
Yes. Tenet is held to a fiduciary standard at all times and, as such, is obligated to act in your best interest. You can be confident that every recommendation is designed to serve you.
Yes. Fee-only means that Tenet's sole source of compensation is the fee we receive directly from clients. We do not receive commissions, referral fees, or any other form of compensation from third parties for recommending products or strategies. This structure removes potential conflicts of interest and ensures that advice is driven entirely by what is right for you as the client.
Fees for Investment Management services are based on the amount of a client's investable assets and are deducted from the client's assets quarterly in arrears. The fees paid to Tenet are separate from other costs clients may incur, including custodian fees, trading costs, and underlying fund expenses.
Ongoing financial planning engagements are billed on a fixed fee basis. Project-Based financial planning engagements are billed on either a fixed fee or hourly basis, depending on the scope of the engagement. In each case, fees are determined based on factors such as the complexity of the engagement and the time and resources required to deliver the service.
Yes. The use of a reputable third-party custodian is vital for client asset protection and independent recordkeeping.
Absolutely. You will have a login to directly access your account at the third-party custodian to view balances whenever you like.
Yes, we welcome this opportunity. We are also happy to coordinate introductions to specialists we work with if you are looking for additional assistance.
While integrating tax planning considerations into financial plans is core to our services, preparing and filing tax returns for clients is not a service offering.
Select the "Schedule a Conversation" button on our site. This will take you to a calendar page displaying meeting availability. Once you schedule a time that is convenient for you, you'll receive an email confirming our meeting along with a link to join online.