In The Media-Articles
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Effective Use of ABLE Accounts – Key Points… There are two types of special needs trusts: first-party and third-party. Neither...
Below is link to a recent CNBC article summarizing the importance of special needs trusts. Oak Wealth Advisors was honored...
The following is my reflection on the journey we have been on at Oak Wealth Advisors since our inception ten...
‘SET HIGH GOALS’ About 11 years ago, financial planner Mike Walther enjoyed a good lifestyle, working for an advisory firm...
We were honored to be asked by Make It Better Magazine to provide advice about special needs financial planning. ...
The North Shore Weekend article about Oak Wealth Advisors …Walther compares himself to a pilot for the families. “Ninety percent...