Business Details
Your Trusted Partner for Financial Freedom
At Opal Wealth Advisors, we are committed to helping clients achieve financial freedom through personalized, fiduciary-driven strategies. Our team of experienced professionals prioritizes your interests, offering independent and unbiased advice tailored to your unique goals. We specialize in comprehensive financial planning, investment management, and wealth preservation, addressing critical life moments such as retirement, estate planning, and risk management.Our 3-step Opal Way processclarifying goals, structuring portfolios, and providing ongoing guidanceensures you stay focused on long-term success. As SEC-registered advisors, we uphold transparency and accountability, evaluating diverse investment opportunities to build resilient portfolios. By simplifying complexity and delivering expert support, we empower you to pursue financial confidence and live the life you envision.
Services
Financial Planning
Investment Management
Wealth Preservation
Estate Planning
Retirement Planning
Tax Strategies
Risk Management
Business Succession Planning
Highlights and features
- We are SEC-registered fiduciaries committed to your best interests.
- Our 3-step process clarifies goals and structures winning financial plans.
- We provide personalized attention tailored to your unique needs.
- Our team holds advanced certifications like CFP and CFA.
- We simplify complexity with actionable strategies for long-term growth.
Associations and certifications
- SEC registered investment adviser
Services
Financial Planning
Our financial planning service helps clarify your short- and long-term goals, offering actionable strategies to achieve them. We evaluate risks, tax implications, and estate considerations to build a roadmap for your financial future. By prioritizing your interests, we ensure plans adapt to life changes and market dynamics.
Investment Management
We structure diversified portfolios tailored to your risk tolerance and objectives, balancing growth and preservation. Our strategies span stocks, bonds, and alternative investments, focusing on tax-efficient allocation. Continuous monitoring ensures adjustments align with evolving markets and personal milestones.
Estate Planning
We help safeguard your legacy through strategic estate planning, minimizing taxes and legal complexities. Services include drafting wills, trusts, and power-of-attorney documents. Our team collaborates with legal experts to ensure your wishes are honored and assets protected for future generations.
Retirement Planning
We design retirement plans that balance current needs with long-term security, optimizing savings and income streams. Our strategies address Social Security, pensions, and investment withdrawals to ensure sustainable income. Regular reviews adjust for market changes and lifestyle goals.
Risk Management
We assess exposure to financial risks, recommending insurance and hedging strategies to protect your wealth. This includes life, disability, and long-term care coverage. Our goal is to mitigate unforeseen losses while aligning policies with your overall financial objectives.
People
Jesse Giordano
Financial Advisor, Principal
Certified Financial Planner with advanced credentials in retirement and business planning, focusing on client-centric wealth strategies.
Lee Korn
Financial Advisor, Principal
Certified Private Wealth Advisor dedicated to creating tailored financial plans for high-net-worth individuals and families.
Joseph N. Filosa
Financial Advisor, Principal
Experienced Certified Financial Planner integrating tax and estate strategies into holistic wealth management solutions.
Chris Clasen
Chief Operating Officer
Chartered Financial Analyst overseeing operational efficiency and investment strategy execution for client portfolios.
Kayla Kennelly
Chief Growth Officer
Driving strategic growth initiatives while maintaining a focus on client satisfaction and service excellence.
Questions
What services does Opal Wealth Advisors offer?
We provide financial planning, investment management, estate planning, retirement strategies, and risk management tailored to individual goals.
Are you fiduciaries?
Yes, we are SEC-registered fiduciaries legally obligated to prioritize your interests above all else.
How do you personalize financial plans?
We use our EVOLVE tool to clarify goals and design strategies aligned with your unique circumstances and aspirations.
Do you offer a free consultation?
Yes, we provide a complimentary phone consultation to assess if we’re a good fit for your needs.
What areas do you serve?
We primarily serve clients in Jericho, NY, and White Plains, NY, with virtual support available nationwide.
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