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Our Awards
Oak Wealth Advisors listed as one of
America’s Top Financial Advisory Firms
Oak Wealth Advisors – SPECIAL NEEDS FINANCIAL PLANNING FIRM Wins NAPFA Award 2023
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
Please find important disclosures about this resource
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Episode 13 Of The Special Needs Voice Podcast Featuring Guest Rosemary Alfredo
by
Oak Wealth Advisors Team
September 24, 2024
Special Needs Podcasts
,
The Special Needs Advisory
0
Rosemary Alfredo shares her inspiring journey with her daughter, Collette, a 32-year-old motivational speaker, disability advocate, and owner of Collettey's...
Read More →
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Episode 12 Of The Special Needs Voice Podcast Featuring Guest Scott Nixon
by
Oak Wealth Advisors Team
September 24, 2024
Special Needs Podcasts
,
The Special Needs Advisory
0
Scott Nixon, Executive Director of Life's Plan Inc. for over 17 years, shares his extensive experience managing pooled trusts that...
Read More →
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Cyber Security Recommendation 2024
by
Oak Wealth Advisors Team
September 23, 2024
The Special Needs Advisory
,
Videos | Special Needs Advice
0
Mike Walther discusses how you can safeguard your personal information by freezing your credit with the three major bureaus. It's...
Read More →
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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...
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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...
Read More →
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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...
Read More →
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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...
Read More →
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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....
Read More →
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Market Update – June 2024
by
Oak Wealth Advisors Team
July 16, 2024
2024 Deep Rooted Thoughts
,
Deep Rooted Thoughts Archive
0
...
Read More →
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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...
Read More →
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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...
Read More →
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