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

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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

Back To School – For How Long?

In the special needs community, the end of supports through the school district can be a frightening time for families....
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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...
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2019 Social Security Increases

While it will not be official until mid-October, it appears that Social Security benefits will be rising by 2.8% in...
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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 of providing an Illinois state...
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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 history. A bull market is...
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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 about my youngest child, Liam...
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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 families with special needs members....
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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 lives. The same could be...
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And Market Volatility is Back!

We all enjoyed the investment markets in 2017. The values of investments climbed gradually throughout the year with almost no...
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Key Tax Numbers for 2018

While we await the 1099s that report our taxable investment income and taxable IRA distributions for 2017, I wanted to...
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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 them are accessible to residents...
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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 prospects remain good for another...
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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...
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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...
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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...
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