All of Oak Wealth Advisors’ Senior Consultants are proud to be members of the Academy of Special Needs Planners
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PRECIOUS AND UNIQUE. We believe every family’s financial planning
should be viewed the same way.
IS YOUR JOB. Helping you grow and distribute
your wealth to future generations, is ours.
WITH SPECIAL NEEDS. Requires understanding challenges that are faced at different ages. We work with clients to ensure benefits & opportunities are maximized at every stage of life.
CONSUMING PROCESS. We help clients maximize their time
with their families with proactive planning
at every stage of life.
IS A GOAL FOR MOST. We work with clients to maximize their enjoyment of every year.
Why should I hire
Oak Wealth Advisors?
Oak Wealth Advisors was founded with a passion for helping families with Special Needs members achieve their goals…
Video Transcript Here
Why should you hire Oak Wealth Advisors? When we first meet with you, we don’t ask how much money you have; we ask how we can help you.
Oak Wealth Advisors was founded with a passion for helping families with Special Needs members achieve their goals, not for being the largest or most profitable financial services firm.
We’re among a small percentage of firms that put our clients’ interests ahead of our own – we ONLY get paid by our clients.
Many financial advisors get kickbacks from mutual fund firms and brokerage firms, incentive payments for making referrals, and bonuses for meeting sales targets.
Advisors at those other firms are chasing multiple sources of revenue, so their focus is divided.
Our SOLE FOCUS is on our CLIENTS. Isn’t that where you want your financial advisor’s focus to be?
At Oak Wealth Advisors, we use our knowledge and experience to give you more time to enjoy your life while we invest your wealth prudently, monitor your financial risks, and assist you with all of your financial and Special Needs planning decisions.
We also collaborate with your other trusted advisors, and listen to ensure that we maintain our focus on your highest priorities.
If you are seeking a relationship with an experienced, independent, financial advisor who’ll prioritize your needs and goals, and will actively listen and proactively communicate with you, we look forward to hearing from you.