All posts by: Oak Wealth Advisors Team

Pam Cusick shares how her firm, Rare Patient Voice, gives individuals with disabilities opportunities to get paid for sharing experiences...

Tune in to hear what Randi Gillespie shares for Tip #2 of our Top 10 Special Needs Planning Tips series....

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Oak Wealth Advisors is proud to celebrate Disability Pride Month, an opportunity to honor the history, achievements, experiences, and struggles...

May was a great month in the market, listen as Mike Walther breaks down some of the numbers and shares...

Tip number 1: Connect with other families facing similar challenges, both locally and nationally. Building a support network can make...

One of the most frustrating things for a family with a loved one with special needs is losing some of...

Senior Consultant Ryan McGuire was recently honored as a recipient of the Arc-Dane County Community Award for 2024. Ryan was...

A challenging journey for a family member with mental health challenges. In May, we celebrated Mental Health Awareness Month and...

We are very excited to introduce Mickey Cohen, our new summer intern at our Northbrook office! Mickey has a great...

Nancy explains how she built a global network of playhouses for the Down syndrome community that provides resources and education...

Our Director of Special Needs Services, Randi Gillespie is speaking with a friend of Oak Wealth Advisors, Susan Hudkins. Susan...