IN THE MEDIA…

AND MORE…

OWA-featured on CNBC-importance-of-special-needs-trusts-v2

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Oak Wealth Advisors Featured on CNBC

CNBC article summarizing the importance of special needs trusts. Below is link to a recent CNBC article summarizing the importance of special needs trusts. Oak Wealth Advisors was honored to be a major contributor to the article. Please share the article with your friends who have loved ones with special needs to reinforce the importance of the trusts in their family’s planning. https://www.cnbc.com/2022/05/21/what-to-know-about-special-needs-trusts-from-costs-to-finding-help.html

OWA-celebrating-10-years-slide

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Oak Wealth Advisors at 10 Years!

The following is my reflection on the journey we have been on at Oak Wealth Advisors since our inception ten years ago.  Thank you for helping us get where we…

MikeWalther-Brother

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Mike Walther honored in Investment News

‘SET HIGH GOALS’ About 11 years ago, financial planner Mike Walther enjoyed a good lifestyle, working for an advisory firm with a $5 million minimum. His wife asked him what…

Make-it-Better-Magazine-2

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Oak Wealth Advisors Make It Better | Jan-Feb 2017

We were honored to be asked by Make It Better Magazine to provide advice about special needs financial planning. As nice as the opportunity was to share our knowledge, we were even more grateful to read about how our clients, who are featured in the article, feel we have improved their lives

NorthShore-story-banner2

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The North Shore Weekend article about Oak Wealth Advisors

Financial firm focuses on future of those with special needs …Walther compares himself to a pilot for the families. “Ninety percent of flights are not on course but over 99…

Special Needs, Special Planning

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Special Needs, Special Planning

Featured on Inside Information Written by Bob Veres Approximately ten percent of all American families in America have one or more members who qualify as “special-needs” for financial planning purposes,” Mike…