Requires understanding challenges that are faced at different ages. We work with clients to ensure benefits & opportunities are maximized at every stage of life. MANAGING A FAMILY IS A TIME CONSUMING PROCESS. We help clients maximize their time with their families with proactive planning at every stage of life.
A LIFE WELL LIVED IS A GOAL FOR MOST. We work with clients to maximize their enjoyment of every year. We are proud to be the first fiduciary financial services firm in Illinois admitted into the Academy of Special Needs Planners. From our inception, we have been a fiduciary financial services firm.
A LIFE WELL LIVED IS A GOAL FOR MOST. We work with clients to maximize their enjoyment of every year. We are proud to be the first fiduciary financial services firm in Illinois admitted into the Academy of Special Needs Planners. From our inception, we have been a fiduciary financial services firm.
Services
Mike assists families in their efforts to provide their loved ones with special needs with the financial resources and other supports necessary to live their lives to their fullest potential. Ryan provides families with financial services that are practical and coordinated, while aligning any resources that may help them or their loved ones with special needs live fulfilling lives.
We will always put your interests first. As fiduciaries, as defined by federal law, we put your interests ahead of our firm's and our employees'. While neither our firm nor any firm can guarantee superior investment returns, we will provide impartial advice and act with care, skill, and diligence in all matters related to your planning and your investment portfolio.
Oak Wealth Advisors' Investment Principles are based on decades of investment research and market experience. There are five key concepts and six implementation guidelines. Asset allocations which are global in scope and encompass multiple asset classes can neutralize the risks associated with individual securities and markets.
Oak Wealth Advisors provides special needs planning and collaborates with other specialists and advisors to provide comprehensive and objective support to families with special needs members. Special needs attorneys play a critical role in the planning process for families with special needs members.
Oak Wealth Advisors stays connected to the special needs community through active board involvement and membership in many organizations. 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.
Reviews (1)
Amin Lakhani
Feb 22, 2021
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I had a wonderful introductory meeting with Michael Walther today, where he patiently listened to my concerns, shared his wealth of experience to answer my questions, and reassured me that I am already taking the right steps for my financial future. He actually said that he could not take me on as a client, because I've already done most of the things he does to bring value to his clients. In an industry where you have to beware of conflicts of interest, this was refreshing.
My experience with Michael up until our meeting was just as fantastic. He was responsive, shared links to supporting material
My experience with Michael up until our meeting was just as fantastic. He was responsive, shared links to supporting material
