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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
Regulatory filings
Areas of specialty
- Retirement Planning
- Estate Management
- Risk Assessment
- Tax Optimization
- Strategic Asset Allocation
- Portfolio Management
- Investment Diversification
More about Opal Wealth Advisors
| Designations | Minimum asset threshold |
| Registered Investment Advisor | $500K - $1M |
| Firm CRD Number | Number of advisors |
| 289759 | 4 |
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Advisors at Opal Wealth Advisors
Katherine Dean
Certified Financial PlannerLet us match you with a financial advisor
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