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
info@oakwealth.com
847-945-8888
Serving Clients Nationwide
Tap to Call
Client Account Access
Form CRS
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
MEET WITH US
Menu
Please find important disclosures about this resource
HERE
.
All posts by: Oak Wealth Advisors Team
Oak Wealth Advisors Team
Please find important disclosures about this resource
HERE
.
+
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 →
+
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...
Read More →
+
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 →
+
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 →
+
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 →
+
Market Update – June 2024
by
Oak Wealth Advisors Team
July 16, 2024
2024 Deep Rooted Thoughts
,
Deep Rooted Thoughts Archive
0
...
Read More →
+
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 →
+
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 →
+
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...
Read More →
+
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...
Read More →
+
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...
Read More →
+
A Shining Moment – A journey with mental health challenges
by
Oak Wealth Advisors Team
June 17, 2024
The Special Needs Advisory
0
A challenging journey for a family member with mental health challenges. In May, we celebrated Mental Health Awareness Month and...
Read More →
3
4
5
6
7