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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Upcoming Events

  1. Essential Elements of a Special Needs Financial Plan

    Wednesday, June 10, 2020

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info@oakwealth.com
847-945-8888
836 Skokie Boulevard, Northbrook, IL 60062
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Special Needs Resources

  • Special Needs Resources | providing links, guides, handbooks & More

Our Special Needs
Advisories

Oak Wealth Advisors has written the following resources… to assist the special needs community, not just our clients.
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Our
Relationships

Oak Wealth Advisors stays connected to the special needs community through active board involvement and membership in many organizations.
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Our Special Needs
Services

Our Special Needs Services coordinate our wealth management services with the unique challenges faced by families with special needs members. We introduce, integrate, and coordinate services from attorneys and other specialists who serve the special needs community.
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Useful Special Needs Documents & Links

  1. Oak Wealth Advisors Letter of Intent/Care Guide Sample To request an electronic copy of the Oak Wealth Advisors Care Guide that you can customize for your loved one  CLICK HERE.
  2. National availability of ABLE accounts by state ABLE Account Comparison by State Map as of June 2020, and ABLE Account Comparison by State Matrix for May 2020
  3. Maximum Age of School District Support by Age Map.
  4.  Use our Supported Decision Making State Map to determine if your state currently utilizes Supported Decision Making.
  5. Special Needs Trust Handbook for Trustees from the Special Needs Alliance
  6. 2020 The Case For Inclusion Report from United Cerebral Palsy
  7. Special Needs Family Services Resource Guidefrom Autism Speaks.
  8. Autism First 100 Days Kit planning guide for getting through the initial Autism diagnosis period from Autism Speaks
  9. The 10 Signs of Alzheimer’s guide to evaluating whether perceived changes are due to aging or perhaps Alzheimer’s disease from the Alzheimer’s Association.
  10. 2018 Recovery and Empowerment Mental Health Handbook for Illinois families from Illinois Department of Health and Human Services.
  11. Tips For Travelling With Someone With Dementia from the Alzheimer’s Association
  1. Family Guide to Adolescent Depression —from the National Alliance on Mental Illness
  2. IEP Goals and Objectives Bank list of ideas for inclusion in IEPs —from Bend-La Pine school district in Redmond, Oregon
  3. Post Secondary Educational Guide —from Autism Speaks www.autismspeaks.org/family-services/tool-kits/postsecondary.
  4. Prepare for Emergencies Now: Information for People with Disabilities— www.fema.gov/media-library/assets/documents/90360
  5. Vanderbilt Kennedy Center for Research on Human Development— a national intellectual and developmental disabilities research center – produces a wealth of useful materials including tip sheets and articles for the special needs community.
  6. Appropriate Special Needs Trust Distributions –from the Academy of Special Needs Planners.
  7. Special Needs Housing Options Guide—from the Center for Independent Futures.
  8. In 2017, research was driven by Meghan Burke, Katie Arnold and Aleksa Owen into the challenges among parents of individuals with Intellectual and Developmental Disabilities have with their future planning. To read the abstract  CLICK HERE
  9. FREE National Parks Access Card from the U.S. Government— https://store.usgs.gov/access-pass