Opal Wealth Advisors is a New York-based financial services firm dedicated to helping individuals, families, and businesses achieve their long-term financial goals. Specializing in comprehensive wealth management, the firm provides personalized strategies tailored to each client’s unique life circumstances and financial objectives. Opal Wealth Advisors places a strong emphasis on education, guiding clients through complex financial decisions with clarity and confidence. Their team of fiduciary advisors offers independent, objective advice and remains deeply committed to acting in their clients’ best interests.

Distinctive for its client-centric approach, Opal combines modern financial technology with time-tested investment principles. The firm serves a wide range of clients, from high-net-worth individuals to business owners and professionals nearing retirement. With in-depth expertise in retirement planning, estate strategies, and tax-efficient investing, Opal assists clients in building, preserving, and transferring wealth. The advisors are not only Certified Financial Planners (CFPs), but also active participants in community outreach, offering educational seminars to promote financial literacy. Opal is a Registered Investment Advisor (RIA), underscoring its accountability and transparency.

Website: http://opalwealthadvisors.com/

Key Services:

– Comprehensive financial planning
– Retirement planning and income strategies
– Investment portfolio management
– Tax-efficient investment strategies
– Estate and legacy planning
– Business succession planning
– Risk management and insurance analysis
– Charitable giving and philanthropic planning