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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
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Affordable Connectivity Program and Lifeline Credits
by
Oak Wealth Advisors Team
December 21, 2023
The Special Needs Advisory
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Lifeline and Affordable Connectivity Programs - There are two main federal programs to be aware of that provide subsides to...
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How and Why you Should Freeze Your Credit
by
Oak Wealth Advisors Team
December 21, 2023
2023 Deep Rooted Thought
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Deep Rooted Thoughts Archive
0
Mike Walther of Oak Wealth Advisors explains the important reasons on how and why to go about freezing your credit....
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Market Update December 2023
by
Oak Wealth Advisors Team
December 21, 2023
2023 Deep Rooted Thought
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Deep Rooted Thoughts Archive
0
First, I wanted to touch on recent market events. As many of you may have seen in the news and...
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Special Needs Specialist | The Perfect Niche Practice is Making a Difference
by
Oak Wealth Advisors Team
December 12, 2023
Uncategorized
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Early in his career, Mike Walther, of Oak Wealth Advisors faced down a stiff wind in his face—a wind that...
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Walther named to inaugural Investment News Hot 100 List
by
Oak Wealth Advisors Team
December 10, 2023
In The Media-Articles
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Oak Wealth is proud to announce that its founder and president, Mike Walther, was chosen by Investment News for their...
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September 2023 Market Recap
by
Oak Wealth Advisors Team
October 18, 2023
2023 Deep Rooted Thought
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Deep Rooted Thoughts Archive
0
In this video, I, Ryan McGuire, Senior Consultant at Oak Wealth Advisors, provide a recap of the market performance in...
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Market Update September 2023
–SECURE Act Planning Opportunities–
by
Oak Wealth Advisors Team
October 2, 2023
2023 Deep Rooted Thought
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Deep Rooted Thoughts Archive
0
In this video, I provide an update on planning opportunities created by the Secure Act that may be relevant to...
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August 2023 Market Update from Oak Wealth Advisors
by
Oak Wealth Advisors Team
September 12, 2023
2023 Deep Rooted Thought
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Deep Rooted Thoughts Archive
0
In this video, I, Ryan McGuire, Senior Consultant with Oak Wealth Advisors, provide an update on the market for August...
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Market Update: June 2023 Resilience
by
Oak Wealth Advisors Team
July 13, 2023
2023 Deep Rooted Thought
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Deep Rooted Thoughts Archive
0
In this video, I, Ryan McGuire, Senior Consultant for Oak Wealth Advisors, provide a comprehensive market update for June 2023....
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Oak Wealth Advisors Excited to Add Aaron Osterberg
by
Oak Wealth Advisors Team
July 10, 2023
2023 Deep Rooted Thought
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Deep Rooted Thoughts Archive
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Aaron provides client service across all areas and strives to create impact-driven and meaningful relationships with families. Born and raised...
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May 2023 Market Update from Oak Wealth Advisors
by
Oak Wealth Advisors Team
June 6, 2023
2023 Deep Rooted Thought
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Deep Rooted Thoughts Archive
0
May was somewhat of a disappointing month for most asset classes. The S&P 500 led the way, barely positive at...
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April 2023 Market Update from Oak Wealth Advisors
by
Oak Wealth Advisors Team
May 18, 2023
2023 Deep Rooted Thought
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Deep Rooted Thoughts Archive
0
We hope you enjoy the first of what will become regular market updates from Oak Wealth Advisors. We intend to...
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