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

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....
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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. ...
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ABLE ACT UPDATE 2017

Over two years after the ABLE Act was passed, fewer than half of the fifty states are offering ABLE accounts....
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2017 Social Security Benefits Update

– Better than nothing, but just barely… Regardless of whom our next President is, for 2017, Social Security recipients will...
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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...
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Oak Wealth Advisors expertise featured on CNBC

CNBC Story on ABLE Accounts featuring Randi Gillespie and Mike Walther of Oak Wealth Advisors...
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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...
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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...
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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...
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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...
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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...
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End of the Road Coming for Social Security Strategies

The Senior Citizens Freedom to Work Act, passed in 2000, allowed seniors to continue working while receiving Social Security benefits....
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What retirement spending rate is safe?

When it comes to retirement spending, everyone wants a simple rule for how much of their savings they can safely...
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Calming Fears About Rising Interest Rates

Ideally, wealth creation would proceed on a path of steady growth.  However, investment risks exist which require patience, conviction, and...
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2015 The Case For Inclusion Summary

The following summarizes the United Cerebral Palsy’s annual study of the special needs programs and resources available across the country....
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