Skip Navigation
Oak Wealth Advisors, LLC | Special Needs Planning Logo

News & Insights

September 2023 Market Recap
Market Insights
Cover page for September 2023 marketing update by Oak Wealth Advisors.
Market Update September 2023–SECURE Act Planning Opportunities–
Market Insights
Presentation slide titled 'SECURE Act: Planning Opportunities' by Ryan McGuire, September 2023.
August 2023 Market Update from Oak Wealth Advisors
Market Insights
Title slide for August 2023 Market Update by Oak Wealth Advisors.
Market Update: June 2023 Resilience
Market Insights
Title slide of June 2023 market update by Oak Wealth Advisors.
Oak Wealth Advisors Excited to Add Aaron Osterberg
Announcements
Professional headshot of a man in a suit jacket and white shirt.
May 2023 Market Update from Oak Wealth Advisors
Market Insights
May 2023 market update report cover page with consultant details.
April 2023 Market Update from Oak Wealth Advisors
Market Insights
April 2023 market update presentation by Oak Wealth Advisors.
Video Presentation on ABLE Accounts and Special Needs Trusts
Podcasts & Tips
Webinar slide on maximizing Special Needs Trusts and ABLE Accounts by Mike Walther.
Man in business attire smiling and gesturing during a meeting.
Join Us
Upcoming Presentations
 Book cover with a laughing emoji and the title
Available Now
It's Okay to Laugh