Oak Wealth Advisors LLC

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Special Needs Planning | Oak Wealth Home Skip Navigation Main Menu 100% Employee Owned and Independent Helping Families Across The Country Financial Planning Investment Management for Families with Special Needs Get Started Today. Contact Us. Our Services Assisting families who have loved ones with intellectual & developmental disabilities plan for their future. We integrate our financial planning, wealth management, and special needs understanding to simplify life's complexities for your family. Special Needs Services Families with loved ones who have special needs deserve clear, objective guidance. Our team provides comprehensive planning and support to help you navigate today's challenges and prepare for tomorrow. Financial Planning Wealth Management To help you make the most of your time and money, we provide financial planning and wealth management services designed around your family's unique needs. About Oak Wealth Advisors Our families are like yours. Every member of our team has a personal connection to the disability community, giving us a genuine understanding of the joys and challenges families face. Meet Our Team All of Oak Wealth Advisors’ Senior Consultants are proud to be members of the Academy of Special Needs Planners Justin Baas Senior Consultant Jonathan Chavez Montenegro Associate Consultant, Investment Analytics Aaron Osterberg Associate Consultant, Operations & Marketing Mickey Cohen Associate Consultant Randi Gillespie Director of Special Needs Service

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