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Posts filed under: The Special Needs Advisory

The Special Needs Advisory

Oak Wealth Advisors provides special needs planning and collaborates with other specialists and advisors to provide comprehensive and objective support to families with special needs members.

Please find important disclosures about this resource HERE.

What is the most important document you can create to help ensure that your loved one has the best possible...
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Mike Walther, the founder and president of Oak Wealth Advisors, here to share Tip #3 of our Top 10 Special...
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With the start of the school year right around the corner, Randi Gillespie shares her tips for preparing students and...
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Alex Astrella shares his inspiring journey and perspective as a documentary filmmaker with Autism. His latest project, "Free Play" tells...
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Pam Cusick shares how her firm, Rare Patient Voice, gives individuals with disabilities opportunities to get paid for sharing experiences...
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Tune in to hear what Randi Gillespie shares for Tip #2 of our Top 10 Special Needs Planning Tips series....
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Oak Wealth Advisors is proud to celebrate Disability Pride Month, an opportunity to honor the history, achievements, experiences, and struggles...
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Tip number 1: Connect with other families facing similar challenges, both locally and nationally. Building a support network can make...
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One of the most frustrating things for a family with a loved one with special needs is losing some of...
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A challenging journey for a family member with mental health challenges. In May, we celebrated Mental Health Awareness Month and...
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Nancy explains how she built a global network of playhouses for the Down syndrome community that provides resources and education...
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Our Director of Special Needs Services, Randi Gillespie is speaking with a friend of Oak Wealth Advisors, Susan Hudkins. Susan...
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