*Please Note: The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. OWA does not serve as an attorney, accountant, or insurance agent. OWA does not prepare legal documents or tax returns, nor does it sell insurance products. If the client desires, one of OWA’s representatives, in their separate licensed individual capacities, can be engaged to provide insurance sales/services as described on OWA’s written disclosure Brochure (a copy of which is linked to on this web site) per the terms and conditions of a separate engagement and fee.
1. Do you want straight talk from a wealth advisor who puts you first?
If you want to talk openly about your financial life with expert advisors who have your back, Opal is for you. You get straight talk, prompt action, and the highest adherence to fiduciary standards. And it all comes with complete transparency. At Opal, everything we do for you is made perfectly clear in jargon-free conversation.