Expertise.com Rating
Review Sources
- 5.0 (1)
Why choose this provider?
Oak Wealth Advisors is a financial advisory firm that caters to Waukegan clients. The firm provides a wide range of services, including cash flow, estate planning, retirement, and insurance planning. It avoids a "beat the market" investment approach and works to diversify clients' asset allocations. The firm also offers legal planning solutions for families with special needs members. Company president Michael Walther II served as the treasurer for the National Association for Down Syndrome. He has been featured in The Washington Post.
- Certified Financial Planner (CFP)