Oak Wealth Advisors at 10 Years!

Oak Wealth Advisors at 10 Years!

The following is my reflection on the journey we have been on at Oak Wealth Advisors since our inception ten years ago.  Thank you for helping us get where we are today. Over the last ten years, it has been a story of doing what people thought could not be done.  The experts in the financial services industry were sure that having a focus on families with members with special needs would be a disaster.  “Too much work,” “they are too needy,” “they have no money,” “the laws are different for them.”  I heard it all.  The experts are wrong.  The reality is that the past decade has been the most personally satisfying ten years of my nearly thirty-year professional care ...