Also known as oak wealth
Oak Wealth Advisors is an independent, employee-owned financial planning and investment management firm in Northbrook, Illinois, founded in 2008, with about $374 million in assets under management. It serves families across the country. The firm specialises in families with loved ones who have intellectual and developmental disabilities, combining special needs planning, financial planning and wealth management. It states that every member of its team has a personal connection to the disability community and that its senior consultants provide planning and support for both current challenges and future preparation.
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Oak Wealth Advisors is a wealth manager based in Northbrook, United States, managing approximately $374M in assets.
Oak Wealth Advisors is headquartered in Northbrook, United States.
Oak Wealth Advisors manages approximately $374M in assets under management.
Oak Wealth Advisors was founded in 2008.
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