The North Shore Weekend article about Oak Wealth Advisors

The North Shore Weekend article about Oak Wealth Advisors

Financial firm focuses on future of those with special needs …Walther compares himself to a pilot for the families. "Ninety percent of flights are not on course but over 99 percent land safely", he said.  "People have retirement goals, and we can't forget about their needs.  Maybe your goal is for all your kids to go to college, or maybe it's that you want your child with special needs to have safe housing and oversight and opportunities for employment.  These are not mutually exclusive. " At her desk down the hall, director of Special Needs Planning Randi Gillespie works with Walther's clients to navigate everything except their financial needs.  She connects families with social ...