Oak Wealth Advisors

Oak Wealth Advisors We introduce, integrate, and coordinate services from attorneys and other specialist who serve the special needs community.

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 to only very wealth families and institutions. SPECIAL NEEDS SERVICES
Our Special Needs Services coordinate our wealth management services with the unique challenges faced by families with special ne

eds members. 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.

With summer right around the corner, we encourage those who qualify to take advantage of the Free National Parks Access ...
06/03/2026

With summer right around the corner, we encourage those who qualify to take advantage of the Free National Parks Access Pass for individuals with disabilities.

Learn more:

Learn how to obtain the National Park Disability Benefit Pass for free access to beautiful national parks across the country.

We’re thrilled to share episode 38 of The Special Needs Voice with guest Elana Meyers Taylor! Elana is a six-time Olympi...
05/12/2026

We’re thrilled to share episode 38 of The Special Needs Voice with guest Elana Meyers Taylor! Elana is a six-time Olympic medalist in the sport of bobsled, most recently earning her first gold medal at the 2026 Winter Olympics in Milan. Along with being tied as the most decorated American female winter Olympian of all time, she is also the mother of two boys with hearing loss, one of whom also has Down syndrome.

In this episode, Elana shares how she has balanced her athletic goals while raising two kids with special needs and shares advice she has for parents navigating a new diagnosis. She also shares what she taught her sons the night before she won Olympic gold.

https://open.spotify.com/episode/4ri0K8dWRhn8MJ7LBqCiqa?si=C1OwXVXVTFmfOQwhC7VzQw

Join us in recognizing Mental Health Awareness Month this May.
05/01/2026

Join us in recognizing Mental Health Awareness Month this May.

Alex Astrella, a former guest on The Special Needs Voice and founder & CEO of BluStar Productions, is hosting a film fes...
04/29/2026

Alex Astrella, a former guest on The Special Needs Voice and founder & CEO of BluStar Productions, is hosting a film festival in May that highlights the work of neurodiverse individuals.

Blu Star Productions is a company founded by an artist with a disability for artists with disabilities. Our goal is to empower disabled artists and creators across the globe with the resources needed to showcase their groundbreaking talents.

We are excited to announce that our state-specific roadmaps are now available for all 50 states, featuring special needs...
04/28/2026

We are excited to announce that our state-specific roadmaps are now available for all 50 states, featuring special needs planning tips from birth through adult years.

To check out your state’s roadmap, click the link below: https://oakwealth.com/state-resources/?state=illinois

We have officially moved our primary office location and mailing address to:1363 Shermer Road, Suite 208, Northbrook, IL...
04/23/2026

We have officially moved our primary office location and mailing address to:

1363 Shermer Road, Suite 208, Northbrook, IL 60062

Our office locations remain in Illinois, North Carolina, Tennessee, and Wisconsin.

04/22/2026

Learn more about year-to-date returns and how they compare to long-term performance in our latest quarterly market update.

Address

1363 Shermer Road, Suite #208
Northbrook, IL
60062

Website

Alerts

Be the first to know and let us send you an email when Oak Wealth Advisors posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Oak Wealth Advisors:

Shortcuts

Share

Category