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

Posts tagged with: 529 ABLE Accounts

  • Tag: 529 ABLE Accounts

ABLE ACT UPDATE 2017

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

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...
Continue Reading →