Special Needs
Special Needs Services
Special Needs Resources
Blog
Top 10 Recommendations
Presentation Calendar
Our Podcasts
In The Media
Fiduciary Wealth Management
Our Principles
Core Concepts & Services
Our Deep Rooted Thoughts
Our People
FAQ
info@oakwealth.com
847-945-8888
Now serving clients nationwide
Tap to Call
Client Account Access
Form CRS
Special Needs
Special Needs Services
Special Needs Resources
Blog
Top 10 Recommendations
Presentation Calendar
Our Podcasts
In The Media
Fiduciary Wealth Management
Our Principles
Core Concepts & Services
Our Deep Rooted Thoughts
Our People
FAQ
MEET WITH US
Menu
Posts filed under: In The Media-Articles
In The Media-Articles
+
Around Town with Mike Walther
by
Oak Wealth Advisors Team
October 8, 2022
In The Media-Articles
0
Oak Wealth Advisors own Mike Walther made a special visit to the Crumbl cookie store in Northbrook. He made certain...
Read More →
+
Effective Use of ABLE Accounts
by
Oak Wealth Advisors Team
August 2, 2022
In The Media-Articles
0
Here’s how ABLE accounts, special needs trusts differ, and how they can work together – Key Points… There are two...
Read More →
+
Oak Wealth Advisors Featured on CNBC
by
Oak Wealth Advisors Team
May 24, 2022
In The Media-Articles
,
The Special Needs Advisory
0
CNBC article summarizing the importance of special needs trusts. Below is link to a recent CNBC article summarizing the importance...
Read More →
+
Oak Wealth Advisors at 10 Years!
by
Oak Wealth Advisors Team
February 9, 2019
ARTICLES ABOUT OAK WEALTH ADVISORS
,
In The Media-Articles
0
The following is my reflection on the journey we have been on at Oak Wealth Advisors since our inception ten...
Read More →
+
Mike Walther honored in Investment News
by
Oak Wealth Advisors Team
September 19, 2017
ARTICLES ABOUT OAK WEALTH ADVISORS
,
In The Media-Articles
0
‘SET HIGH GOALS’ About 11 years ago, financial planner Mike Walther enjoyed a good lifestyle, working for an advisory firm...
Read More →
+
Oak Wealth Advisors Make It Better | Jan-Feb 2017
by
Oak Wealth Advisors Team
February 9, 2017
ARTICLES ABOUT OAK WEALTH ADVISORS
,
In The Media-Articles
0
We were honored to be asked by Make It Better Magazine to provide advice about special needs financial planning. ...
Read More →
The North Shore Weekend article about Oak Wealth Advisors
by
Oak Wealth Advisors Team
June 22, 2014
In The Media-Articles
,
Special Needs Resources
,
Special Needs Services
,
The Special Needs Advisory
0
Financial firm focuses on future of those with special needs …Walther compares himself to a pilot for the families. “Ninety...
Read More →
+
Special Needs, Special Planning
by
Oak Wealth Advisors Team
March 6, 2012
In The Media-Articles
0
Featured on Inside Information Written by Bob Veres Approximately ten percent of all American families in America have one or more...
Read More →