We launched our monthly educational e-newsletter at the beginning of 2024 and invite those who haven't already signed up, to do so using the link below. Our newsletter combines our focus on special needs and financial planning, featuring Special Needs Advisories, blog posts, and essential financial planning information from our team. Your information is solely used for distribution purposes, and you can unsubscribe at any time. ?? Sign up today! https://lnkd.in/gUWtMdEg
Oak Wealth Advisors
金融服务
Northbrook，Illinois 102 位关注者
To provide families with special needs members with experienced and objective financial management and advice.
关于我们
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. FIDUCIARY WEALTH MANAGEMENT From our inception, we have been a fiduciary financial services firm. We always put our clients’ interests first as we help them make the most of their time and money. Disclosure: Oak Wealth Advisors LLC (Oak Wealth) is a Registered Investment Adviser with the US Securities and Exchange Commission (SEC). Advisory services are only offered to clients or prospective clients where Oak Wealth and its representatives are properly registered or exempt from registration. “Likes” should not be considered a positive reflection of the investment advisory services offered by Oak Wealth. Registration as an investment adviser is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. The information presented on this post is believed to be factual and up to date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. Comments should not be construed as an offer to buy or sell, or a solicitation of an offer to buy or sell the investments mentioned. A professional adviser should be consulted before implementing any of the strategies discussed. Investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client's portfolio. All investment strategies can result in profit or loss.
- 网站
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https://oakwealth.com
Oak Wealth Advisors的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Northbrook，Illinois
- 类型
- 私人持股
- 创立
- 2008
- 领域
- Special Needs Planning、Investment Management和Financial Planning
地点
Oak Wealth Advisors员工
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Neil Mahoney, CFP?
Advisor to Families with Special Needs | Oak Wealth Advisors | Introvert | Model Train Enthusiast
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Ryan McGuire, CFP?, ChSNC?, CPWA?
Advisor to Families with Special Needs | Oak Wealth Advisors
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Mickey Cohen
Associate Consultant at Oak Wealth Advisers
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Aaron Osterberg
Helping Families with Special Needs | Oak Wealth Advisors
动态
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In Episode 24 of The Special Needs Voice podcast, Michael Walther CPA/PFS, CFP?, CFA is joined by guest Rick Hayduk the CEO of Good Shepherd Hospitality. The premier Good Shepherd hotel in downtown Clemson, South Carolina is a pioneer in the hospitality built with the mission to provide employment opportunities for individuals with disabilities. Rick shares how an unexpected connection set him on the the path of bringing his aspiration to life and the strong connection that the hotel has built with ClemsonLIFE, a program at Clemson that supports the development of individuals with disabilities. Lastly, he offers his insight on the countless mutual benefits employers and employees with disabilities can bring with meaningful employment. Listen to the episode today! The Special Needs Voice podcast, created by Oak Wealth Advisors, features guests from around the country, highlighting amazing leaders in the special needs community. The goal is to inspire listeners with stories of great people and the wonderful work they are doing.
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We are thrilled to announce that comedian Ryan Niemiller will write the foreword to our book, It's OK to Laugh, which will be released this spring! https://lnkd.in/gS8fGrvU
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Join us on March 13th for a virtual presentation on Planning for Adulthood with Ryan McGuire and Randi Gillespie, hosted by TrueNorth Educational Cooperative 804. The Zoom link to join can be found below and on True North’s website calendar. We hope to see you there!
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Amy McCarty, Partner at Monahan Law Group, LLC in Chicago, joins Michael Walther CPA/PFS, CFP?, CFA on Episode 23 of The Special Needs Voice podcast. Amy is recognized as a leading attorney in guardianship law, having handled thousands of cases throughout her career. In this episode, Amy shares her deep expertise in guiding families through the complexities of guardianship, explaining when and why it may be necessary. She also discusses alternative options, including limited guardianship, powers of attorney, and mental health declarations. Listen to the episode today! ?? The Special Needs Voice podcast, created by Oak Wealth Advisors, features guests from around the country, highlighting amazing leaders in the special needs community. The goal is to inspire listeners with stories of great people and the wonderful work they are doing.
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For more than a decade, we have collaborated with various disability organizations to create artwork for our Oak Wealth Advisors holiday and birthday cards. See the article below to learn more about the various organizations we have worked with. ?? https://lnkd.in/gpHY4bf2
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Neil Mahoney, CFP? shares Tip 7 of our Top 10 Special Needs Financial Planning Tip series: Establish an ABLE account. ?? View the video series on YouTube here: https://lnkd.in/gQpvAGy9
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In 2024 we launched our original podcast, The Special Needs Voice, with 23 guests sharing their stories, experiences, and insights. We’re excited to continue highlighting amazing individuals in 2025! Read more about the podcast here: https://lnkd.in/gWUsi_CV
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We are happy to announce that Mickey Cohen, following his successful internship, has joined Oak Wealth Advisors in a full-time position. Mickey will continue to work out of the Northbrook office providing client service and using his experience as a sibling to his brother with autism to impact families around the country. Read more about Mickey here: https://lnkd.in/gt3wXdxs
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2024 was a very good year for investors and we think 2025 can be another year of positive returns. Tune in for a recap of 2024 and our expectations for the new year. ?? https://lnkd.in/gT-N9PPj
2024 Market Summary and Expectations for 2025 Video from Oak Wealth Advisors
https://www.youtube.com/