847-945-8888
836 Skokie Boulevard, Northbrook, IL 60062

Wealth & Financial Planning for Families of Special Needs Members

EVERY CHILD IS PRECIOUS AND UNIQUE

EVERY CHILD IS PRECIOUS AND UNIQUE.

We believe every family’s financial planning should be viewed the same way.

PASSING ON YOUR VALUES IS YOUR JOB

PASSING ON YOUR VALUES IS YOUR JOB.

Helping you grow and distribute your wealth to future generations is ours.

PLANNING FOR INDIVIDUALS 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.

MANAGING A FAMILY IS A TIME CONSUMING PROCESS.

We help clients maximize their time with their families with proactive planning.

A LIFE WELL LIVED IS A GOAL FOR MOST.

We work with clients to maximize their enjoyment of every year.

Member of the Academy of Special Needs PlannersIllinois Member Academy Special Needs Planner

We are proud to be the first fiduciary financial services firm in Illinois admitted into the Academy of Special Needs Planners.

EVERY CHILD IS PRECIOUS AND UNIQUE

EVERY CHILD IS PRECIOUS AND UNIQUE.

We believe every family’s financial planning should be viewed the same way.

PASSING ON YOUR VALUES IS YOUR JOB

PASSING ON YOUR VALUES IS YOUR JOB.

Helping you grow and distribute your wealth to future generations is ours.

PLANNING FOR INDIVIDUALS 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.

MANAGING A FAMILY IS A TIME CONSUMING PROCESS.

We help clients maximize their time with their families with proactive planning.

A LIFE WELL LIVED IS A GOAL FOR MOST.

We work with clients to maximize their enjoyment of every year.

Fiduciary Wealth Management

From our inception, we have been a fiduciary financial services firm. We always put our clients’ interests first as we help them make the most of their time and money.
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Why should I hire
Oak Wealth Advisors?

Special Needs Services

Our Special Needs Services coordinate our wealth management services with the unique challenges faced by families with special needs members. We introduce, integrate, and coordinate services from attorneys and other specialists who serve the special needs community.
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