Brett has over 20 years of experience in the investment and insurance industries.  Over half of that time has been spent with a focus on special needs.  This type of planning is very personal for Brett as he has family experience with the distinct challenges faced in this type of planning for the future. He...

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Oak Wealth Advisors was founded to provide families with special needs members with experienced and objective financial advice and investment management services that have traditionally been available only to very wealthy families and institutions. I first met Oak Wealth Advisors founder, Mike Walther, when Mike guest...

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