October 31, 2024|News
For 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… more
November 1, 2023|News
Opal 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… more
August 8, 2023|News
We 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… more
November 23, 2021|News
Opal Wealth Advisors is pleased to announce that Matthew P. Krouse, AAMS® has joined as a financial advisor, bringing more than 20 years of industry expertise to the firm. more
October 21, 2020|News
Jesse Giordano of Opal Wealth Advisors was honored in Forbes magazine for his fundraising contributions to the Leukemia & Lymphoma Society (LLS). Jesse was recognized as the LLS 2020 National Runner Up for Man of the Year Award. more
October 20, 2020|News
A Glen Cove resident is recalling his diagnoses with lymphoma after actor Jeff Bridges announced he is battling the disease. Jesse Giordano was diagnosed 35 years ago. He now volunteers with the Leukemia and Lymphoma Society. more
October 8, 2020|News
The principals at Opal Wealth Advisors in Jericho, New York, can attest to the value of having the right custodian partner. “Thanks to the Schwab team, we couldn’t have been more prepared for the launch of our firm,” said… more
September 25, 2020|News
Jesse Giordano, Financial Advisor/Principal of Opal Wealth Advisors, has been named an Honoree of the 2020 Business & Finance Awards from Long Island Business News. The awards recognize financial professionals for their outstanding performance as stewards of Long… more
August 17, 2020|News
Jesse Giordano with Team Unity raises $437,510.80, and with fellow local candidates collectively raised a recording-breaking $890,000-plus, reaching new heights and surpassing fundraising goals for cancer cures. more
May 1, 2020|News
An interview with Jesse Giordano, Lee Korn, and Joseph Filosa of Opal Wealth Advisors and Schwab Advisor Services. At 41, Jesse Giordano was at the top of his career. But he didn’t feel like it. He was no longer… more