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.
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.
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