Oak Wealth Advisors is an award-winning financial planning firm specializing in serving families with special needs members. With a focus on helping clients grow and distribute their wealth to future generations, Oak Wealth Advisors understands the unique challenges faced by individuals with special needs at different stages of life and works to maximize benefits opportunities. As a fiduciary firm, Oak Wealth Advisors always puts their clients' interests first, providing objective planning advice and investment management services.
With a passion for helping families achieve their goals, Oak Wealth Advisors prioritizes their clients' needs and goals above all else. Their experienced team of senior consultants, who are members of the Academy of Special Needs Planners, collaborate with other trusted advisors to ensure a comprehensive approach to financial planning. By investing wealth prudently, monitoring financial risks, and assisting with all financial and special needs planning decisions, Oak Wealth Advisors aims to give their clients more time to enjoy their lives while maintaining a focus on their highest priorities.
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