About Oak Wealth Advisors

Oak Wealth Advisors was founded to provide families with special needs members with experienced and objective financial advice and investment management services that have traditionally been available only to very wealthy families and institutions.

Contact Info

Upcoming Events

  1. Transition Summit – Focus On Finances | April 18, 2020

    Saturday, April 18, 2020 @ 9:00 am - 3:00 pm

  2. Decision Making Assistance for our Loved Ones With Special Needs – Town Hall Discussion

    Tuesday, April 21, 2020 @ 7:00 pm - 8:30 pm

  3. The 2020 National Down Syndrome Society Adult Summit

    Thursday, May 7, 2020 - Saturday, May 9, 2020

  4. Special Needs Planning Presentation | May 14, 2020

    Thursday, May 14, 2020 @ 5:00 pm - 6:30 pm

View All Presentations

info@oakwealth.com
847-945-8888
836 Skokie Boulevard, Northbrook, IL 60062
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Oak Wealth Advisors’ Publications | All

  • Oak Wealth Advisors’ Publications | All

Special Needs Income Tax Minimization Strategies | Podcast

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Time to make lemonade from the lemons

I hope everyone is sheltering safely and taking all necessary precautions.  Your health will always be more important than the...
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Some Thoughts About The Stock Market Recovery

I greatly appreciate your patience with your investment portfolio during these stressful times.  As I have been explaining, the most...
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Smart Investors Don’t Panic Even When the News is Unsettling

This week has seen the world stock markets reverse from all-time highs into negative performance for 2020.  Despite the volatility...
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Avoiding a Common Special Needs Trust Mistake | video

Special Needs Trusts are the cornerstone of a solid special needs financial plan. However, a common oversight by attorneys less...
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SECURE Act Planning Opportunities for 2020

SECURE Act Summary Passed on December 20, 2019, the SECURE Act has a number of provisions that may impact your...
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Enhancing Your Personal Data Security

To the extent that you would like to enhance your own data security, the three strongest recommendations we have are...
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How Oak Wealth Advisors Keeps Client Data Secure

Keeping your financial and personal data secure is very important to us.  We know how important it is to you. ...
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Credit Cards May Cause Government Benefit Denials | Video

Some parents mistakenly believe, adding a child with a disability as a co-signer on a credit card is a harmless...
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Essential Numbers for 2019 Tax Returns and 2020 Planning

Below is the Oak Wealth Advisors Key Numbers document that has helped so many of our clients, friends, and fellow...
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The Importance of Maintaining Medical Records | Video

Having thorough and current medical records can often be the difference between receiving or being denied benefits. Once benefits are...
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Housing – Where will he or she live?

A Night with Illinois Special Needs Planning Experts. A Town Hall discussion covering housing for individuals with disabilities. Housing for...
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Don’t Miss Available Government Benefits

Special Needs Planning Mistake 5 Missing Government Benefits for Which You are Eligible …such as SSI, Medicaid, Social Security Disability....
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Failure To Plan Is Planning To Fail

Planning for a loved one with special needs extends beyond financial planning. Whether it is housing, educational, vocational or life...
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Why you have to share your Special Needs Planning with your relatives

Special Needs Planning Mistake 4 Failing to Communicate Your Intentions to Your Relatives According to our financial planner for those...
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