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.

A Fiduciary Financial Services Firm FORM CRS

Contact Info

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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

Video | Learn from special needs planning experts and peers

Watch The Complete Video Below… A town hall Video discussion covering the most challenging issues facing...
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FREE National Parks pass for people with disabilities

People with disabilities are entitled to a free, lifetime, National Parks and Federal Recreational Lands...
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Back To School – For How Long?

In the special needs community, the end of supports through the school district can be...
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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...
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2019 Social Security Increases

While it will not be official until mid-October, it appears that Social Security benefits will...
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Great News for Families in Illinois with Loved Ones with Special Needs!

ABLE accounts, which we have strongly recommended for several years, now have the additional benefit...
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New Stock Market Record – Now what?

Wow! The stock market just set a record for the longest bull market period in...
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I Still Wish You Did Not Have Down Syndrome

From Randi Gillespie of Oak Wealth Advisors A few years back, I penned an article...
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Making a Difference | Our Time With Jack

One of the core missions of Oak Wealth Advisors is to improve the lives of...
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Mental Health Challenges Should Not Define An Individual’s Life

Having a mental illness presents challenges in individuals’ lives, but it should not define their...
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And Market Volatility is Back!

We all enjoyed the investment markets in 2017. The values of investments climbed gradually throughout...
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Key Tax Numbers for 2018

While we await the 1099s that report our taxable investment income and taxable IRA distributions...
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ABLE Accounts – Even Better in 2018

As we start 2018, there are now 31 states offering ABLE accounts and 23 of...
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2018 – You are off to a great start!

In 2017, the investment markets delivered better than expected returns. As we begin 2018, the...
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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,...
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