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.

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Upcoming Events

1. Transition Summit – Focus On Finances | April 18, 2020

   Saturday, April 18, 2020 @ 9:00 am - 3:00 pm

2. Decision Making Assistance for our Loved Ones With Special Needs – Town Hall Discussion

   Tuesday, April 21, 2020 @ 7:00 pm - 8:30 pm

3. The 2020 National Down Syndrome Society Adult Summit

   Thursday, May 7, 2020 - Saturday, May 9, 2020

4. Special Needs Planning Presentation | May 14, 2020

   Thursday, May 14, 2020 @ 5:00 pm - 6:30 pm

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