Updated May 30, 2024
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Opal Wealth Advisors

Investment Advisor Firm
FinanceHQ Network Member
Total assets under management$600M
Years in business5+

About Opal Wealth Advisors

Opal Wealth Advisors is a distinguished registered investment advisor committed to empowering individuals and families with personalized financial solutions tailored to their aspirations. With an unwavering dedication to transparency and client-centered ethics, Opal's expert team guides clients through the complexities of wealth management with a clear, jargon-free approach. Drawing on extensive experience and a deep understanding of diverse financial landscapes, Opal offers a comprehensive array of services beyond conventional investments, ensuring a holistic approach to financial success. 

Whether navigating pivotal life events or pursuing long-term growth strategies, Opal's fiduciary-driven guidance places clients at the forefront. By actively engaging with clients and employing a range of innovative strategies, Opal Wealth Advisors strives to help clients achieve their unique financial goals while maintaining the highest standards of integrity and professionalism.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Retirement Planning
  2. Estate Management
  3. Risk Assessment
  4. Tax Optimization
  5. Strategic Asset Allocation
  6. Portfolio Management
  7. Investment Diversification

More about Opal Wealth Advisors

DesignationsMinimum asset threshold
Registered Investment Advisor$500K - $1M
Firm CRD NumberNumber of advisors
2897594

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Advisors at Opal Wealth Advisors

advisor
Focus areasTax Planning, Retirement Planning, Estate Planning, Investment Management, Risk/Insurance
New York, NY

Let us match you with a financial advisor

Secure your future and achieve your goals with a free match to financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than Opal Wealth Advisors.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings