Opal Wealth Advisors

Financial ServicesNew York, United States11-50 Employees

Opal Wealth Advisors is a financial services firm that helps clients align wealth with personal, family, and business goals. The firm emphasizes understanding each client’s purpose and objectives, then developing a customized plan and applying processes to evaluate investments, monitor progress, and stay connected. It aims to keep money working for the client, expanding beyond traditional stocks and bonds to a broad range of opportunities, with asset allocation designed to sustain wealth across generations. 

The firm is based in Jericho, New York, and operates with a mid-sized team. It acts as wealthcare advocates, guiding clients through major life events—such as the birth of a child, divorce, the loss of a loved one, or the sale of a business—addressing both expected and unforeseen wealth needs. In 2025, Opal Wealth Advisors was named on Forbes SHOOK’s list of America’s Top Registered Investment Advisory Firms.

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