Opal Wealth Advisors is an independent, SEC-registered investment advisory firm that operates under a fiduciary standard, meaning they are legally obligated to act in their clients' best interests. The firm provides holistic financial planning and wealth management services, including investment management, retirement planning, estate planning, risk management, and tax strategies. Their stated mission is to help clients achieve their financial goals and life aspirations through a disciplined and personalized approach, acting as a trusted partner in navigating complex financial landscapes.

Founded in

United States