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From the Blog
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How to Find the Right Female Financial Advisor for Your Needs
If you’re thinking about working with a financial advisor, you… Read More
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Five Tax Moves Business Owners Should Make Before Q2
For business owners, some of the most valuable tax strategies… Read More
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How Long Island Entrepreneurs Build Personal Wealth Beyond the Business
For many business founders, financial success is a paradox. You… Read More
Dive Deeper With Our Free Guides
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Your Ultimate 2026 Financial Planning Checklist
Access NoW: Your Ultimate 2026 Financial Planning ChecklistDon’t leave your financial planning for 2026 up to chance. By getting your financial house in order, you can kickstart your success. There’s no better way to prepare for a prosperous 2026! Think about what worked for you in 2025, and what didn’t. How can you improve your financial strategies? Most importantly, what steps are…
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Give Your Child a Head Start on Achieving Financial Freedom
Access NoW: Give Your Child a Head Start on Achieving Financial FreedomThis free guide from Opal Wealth Advisors breaks down the most effective strategies for building wealth across generations, from flexible savings accounts to long-term investment tools like trusts and 529 plans. What You’ll Learn Give your children or grandchildren the advantage of thoughtful financial planning. Inside this 6-page guide, you’ll discover: Your Legacy Starts Now…
Market Commentary & Updates
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Forbes Honors Opal Wealth Advisors as One of America’s Top RIA Firms in 2025
Read MoreOpal Wealth Advisors is honored to be recognized on the 2025 Forbes | SHOOK list of America’s Top Registered Investment Advisory (RIA) Firms. Now in its fourth year, this prestigious ranking celebrates firms with proven track records of safeguarding and growing client wealth in a time of economic uncertainty. This year’s list highlights 250 firms…
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Opal Wealth Advisors Appoints Kayla Kennelly as Chief Growth Officer
Read MoreFormer Goldman Sachs VP Set to Lead Independent RIA’s Strategic Growth Initiatives JERICHO, NY, April 15, 2025- Opal Wealth Advisors, an independent registered investment advisor (RIA) providing wealth and investment management for both individuals and businesses, today announced the appointment of Kayla Kennelly as Chief Growth Officer. With 14 years of industry experience spanning both…
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Opal Wealth Advisors Named to the Forbes/SHOOK List of Top RIA Firms for the Second Consecutive Year
Read MoreFor the second year in a row, Opal Wealth Advisors, an independent registered investment advisor (RIA) providing wealth and investment management for both individuals and businesses, has been named to the distinguished Forbes/SHOOK list of top Registered Investment Advisory firms in America. The compilation, now in its third year, honors firms with strong track records…
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Opal Wealth Advisors Honored by Forbes as One of America’s Top RIA Firms in 2023
Read MoreOpal Wealth Advisors is thrilled to announce its inclusion on the prestigious 2023 Forbes/SHOOK list of America’s Top Registered Investment Advisory (RIA) Firms. This second annual compilation received 42,643 nominations, and selected 250 firms holding a cumulative total of more than $1.1 trillion assets under management (AUM). In addition to AUM, the rankings were based…
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Opal Wealth Advisors Named to Financial Advisor Magazine’s 2023 List of Top RIA Firms
Read MoreWe are pleased to announce that Opal Wealth Advisors has been named among the top registered investment advisor firms in the U.S., according to Financial Advisor magazine’s 2023 RIA Survey & Ranking. This prestigious listing is compiled by the magazine using verified data gathered from RIA firms that voluntarily complete an annual survey. Financial Advisor…
Join Us at Our Live Events
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2026 Market Outlook Dinner
TBD
Location: Seasons 52 Garden City NY
Read More: 2026 Market Outlook Dinner
Biz Money Podcast with Lee Korn
Leading entrepreneurs and business owners share a behind-the-scenes look at how they grow
their wealth. Learn from the best and kickstart your success