Opal Wealth Advisors
Overview
Opal Wealth Advisors is a registered investment advisor based in Jericho, New York, offering comprehensive financial planning and investment services. The firm provides personalized wealth management solutions to individuals and business owners, focusing on achieving financial freedom through tailored strategies. Their services include financial planning, investment management, estate and tax planning, business planning, and performance coaching. The firm emphasizes independent and unbiased recommendations, upholding transparency and prioritizing clients' interests above all else. Opal Wealth Advisors evaluates a full range of investment opportunities, structuring personalized portfolios to support clients in reaching their financial goals. Their asset allocation strategies are designed to keep clients' money working actively for generations. The team assists clients through significant life events, ensuring that their wealth fully protects them during times of uncertainty. The firm has been recognized in Forbes' Top RIA Firms list, reflecting its commitment to excellence in the wealth management industry. Opal Wealth Advisors continues to serve clients with a focus on personalized attention and comprehensive financial strategies.
Investment Focus
- Accredited investors only
- Long-term investment horizon
Portfolio Companies
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Unlock full contacts →Frequently asked questions about Opal Wealth Advisors
What sectors does Opal Wealth Advisors invest in?
Opal Wealth Advisors invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in New York, United States. Opal Wealth Advisors is listed as a private investment firm in the ConnectSafely investor database.
What stage does Opal Wealth Advisors invest at?
Opal Wealth Advisors backs companies at Seed, Early Stage, Series A, Series B, Growth and Late Stage, writing cheques of 1M - 50M.
Which regions does Opal Wealth Advisors invest in?
Opal Wealth Advisors invests across United States.
What companies has Opal Wealth Advisors invested in?
Opal Wealth Advisors's portfolio includes Green Energy Solutions, TeleCom Networks, Consumer Goods Co., Media Ventures, Transport Logistics, XYZ Technologies, ABC Corporation and HealthPlus Innovations.
Last updated · Source: ConnectSafely investor database
