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
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
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
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
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
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
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
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
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
A conversation with Lee Korn, Principal, Opal Wealth Advisors and Mindy Diamond. When Lee Korn and his partners left Morgan Stanley in January of 2019 to launch their independent firm Opal Wealth Advisors, the thought of managing through an… more
Take control of your finances today…
…& receive a free copy of our “Ultimate Financial Planning Checklist”
No, thanks