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AWARD WINNING
SPECIAL NEEDS
FINANCIAL PLANNING FIRM*
Special Needs
Special Needs Services
Special Needs Resources
Blog
Top 10 Recommendations
Presentation Calendar
Our Podcasts
Special Needs Advice Videos
In The Media
Fiduciary Wealth Management
Our Principles
Core Concepts & Services
Our Deep Rooted Thoughts
Our People
Our People
In The Media
Contact Us • Locations
Subscribe to E-Newsletter
FAQ
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All posts by: Oak Wealth Advisors Team
Oak Wealth Advisors Team
+
The Ultimate Care Guide – The Most Important Document You Will Ever Create
by
Oak Wealth Advisors Team
August 2, 2024
The Special Needs Advisory
,
Videos | Special Needs Advice
0
What is the most important document you can create to help ensure that your loved one has the best possible...
Read More →
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Special Needs Financial Planning Tips #3
by
Oak Wealth Advisors Team
August 2, 2024
The Special Needs Advisory
,
Videos | Special Needs Advice
0
Mike Walther, the founder and president of Oak Wealth Advisors, here to share Tip #3 of our Top 10 Special...
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Preparing for a Successful School Year 2024
by
Oak Wealth Advisors Team
July 29, 2024
The Special Needs Advisory
,
Videos | Special Needs Advice
0
With the start of the school year right around the corner, Randi Gillespie shares her tips for preparing students and...
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Episode 11 Of The Special Needs Voice Podcast Featuring Guest Alex Astrella
by
Oak Wealth Advisors Team
July 28, 2024
Special Needs Podcasts
,
The Special Needs Advisory
0
Alex Astrella shares his inspiring journey and perspective as a documentary filmmaker with Autism. His latest project, "Free Play" tells...
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Episode 10 Of The Special Needs Voice Podcast Featuring Guest Pam Cusick
by
Oak Wealth Advisors Team
July 16, 2024
Special Needs Podcasts
,
The Special Needs Advisory
0
Pam Cusick shares how her firm, Rare Patient Voice, gives individuals with disabilities opportunities to get paid for sharing experiences...
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Top 10 Special Needs Planning Tips – #2 Video
by
Oak Wealth Advisors Team
July 16, 2024
The Special Needs Advisory
,
Videos | Special Needs Advice
0
Tune in to hear what Randi Gillespie shares for Tip #2 of our Top 10 Special Needs Planning Tips series....
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Market Update – June 2024
by
Oak Wealth Advisors Team
July 16, 2024
2024 Deep Rooted Thoughts
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Deep Rooted Thoughts Archive
0
...
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Oak Wealth Advisors is proud to celebrate
Disability Pride Month
by
Oak Wealth Advisors Team
July 14, 2024
The Special Needs Advisory
0
Oak Wealth Advisors is proud to celebrate Disability Pride Month, an opportunity to honor the history, achievements, experiences, and struggles...
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Market Update – May 2024
by
Oak Wealth Advisors Team
June 18, 2024
2024 Deep Rooted Thoughts
,
Deep Rooted Thoughts Archive
0
May was a great month in the market, listen as Mike Walther breaks down some of the numbers and shares...
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Top 10 Special Needs Planning Tips – #1 Video
by
Oak Wealth Advisors Team
June 17, 2024
The Special Needs Advisory
,
Videos | Special Needs Advice
0
Tip number 1: Connect with other families facing similar challenges, both locally and nationally. Building a support network can make...
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2024 Changes to ISM Rules
by
Oak Wealth Advisors Team
June 17, 2024
The Special Needs Advisory
,
Videos | Special Needs Advice
0
One of the most frustrating things for a family with a loved one with special needs is losing some of...
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Arc Dane County Community Awards 2024
by
Oak Wealth Advisors Team
June 17, 2024
In The Media-Articles
0
Senior Consultant Ryan McGuire was recently honored as a recipient of the Arc-Dane County Community Award for 2024. Ryan was...
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