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. Special Needs Planning Presentation | March 19, 2020

    Thursday, March 19, 2020 @ 5:00 pm - 6:30 pm

  2. A Night with Illinois Special Needs Planning Experts | April 21, 2020

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

  3. 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
Tap to Call

Oak Wealth Advisors’ Publications | All

  • Oak Wealth Advisors’ Publications | All

2018 – You are off to a great start!

In 2017, the investment markets delivered better than expected returns. As we begin 2018, the prospects remain good for another...
Read More →

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...
Read More →

Preparing For Bumpy Roads Ahead

Ever ridden in a car with worn-out shock absorbers? Every bump is jarring, every corner stomach-churning, and every red light...
Read More →

Oak Wealth Advisors’ First 100 Days of 2017

We wanted to update you on the first 100 days of the year at Oak Wealth Advisors. It has...
Read More →

Supreme Court Clarifies Free Appropriate Public Education

On Wednesday, March 22, 2017, the special needs community was able to breathe a collective sigh of relief.  The U.S....
Read More →

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. ...
Read More →

ABLE ACT UPDATE 2017

Over two years after the ABLE Act was passed, fewer than half of the fifty states are offering ABLE accounts....
Read More →

2017 Social Security Benefits Update

– Better than nothing, but just barely… Regardless of whom our next President is, for 2017, Social Security recipients will...
Read More →

2016 The Case For Inclusion Summary

The following summary comes from United Cerebral Palsy and their annual study of the special needs programs and resources available...
Read More →

Oak Wealth Advisors expertise featured on CNBC

CNBC Story on ABLE Accounts featuring Randi Gillespie and Mike Walther of Oak Wealth Advisors...
Read More →

Recommendations For More Successful I.E.P. Meetings

Our recommendations for having successful Individualized Education Plan (IEP) meetings: Be Proactive.  Your role is equally important as the education...
Read More →

ABLE Accounts—Now they exist!

As of June 1, 2016, Ohio is accepting applications for 529 ABLE Accounts.  As we had anticipated, they are the...
Read More →

How Can I Minimize the Taxes on My IRA Account?

IRAs and qualified retirement plans like 401(k)s, 403(b)s, and 457(b)s are among the most tax-inefficient assets to leave your...
Read More →

Before Signing, Talk to your Special Needs Advisor

Before Signing Anything on Behalf of Someone Else, Talk to Your Special Needs Advisor.  Individuals lack the ability to sign documents...
Read More →

THE ABLE ACT – One Year Later

A year after Congress authorized ABLE Accounts as tax-free savings accounts for individuals with special needs, the Internal Revenue Service...
Read More →