In the News

Opal Wealth Advisors Honored by Forbes as One of America’s Top RIA Firms in 2023

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

Opal Wealth Advisors Named to Financial Advisor Magazine’s 2023 List of Top RIA Firms

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 Announces Matthew Krouse Has Joined the Firm as a Financial Advisor

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

The Leukemia & Lymphoma Society (LLS) Congratulates Its 2020 Man & Woman of the Year Winners

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

Glen Cove Lymphoma Survivor Recalls Diagnoses After Jeff Bridges Announcement

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

Crossing the Finish Line: Making a Successful Transition to Independence

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 Honored with 2020 Business & Finance Award from Long Island Business 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

Jesse Giordano of Opal Wealth Advisors Recognized as The Leukemia & Lymphoma Society’s National Runner Up and Long Island Chapter’s 2020 Man of the Year

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

Wanting More – How I Became an Independent RIA

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

The Real Truth About Business Ownership from a $600M Ex-Morgan Stanley Advisor

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