Why Choose Us

Are We What You Need?

“As a smart, busy professional, I know how to get things done. And I want someone to help me manage my finances who is equally skilled at what they do. Someone who will give me the personalized attention and support I deserve so I can focus on other priorities.”

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.

2. Would you like control of your finances without having to sweat the details?

You have life priorities besides managing financial details. So we provide the support and guidance you need to take control of the big picture, while we handle the rest. This includes implementing strategies to grow and preserve your wealth. Because with your assets working actively, you’re free to do the other things that matter most to you.

3. Do you want a trusted resource for step-by-step support of your plans?

You deserve exceptional service. Period. At Opal, we’re behind you every step of the way—helping to achieve your dreams and secure your future. Whatever challenges or opportunities you face, you can count on us to provide you with effective financial strategies and support.

4. Are you seeking to build wealth with a carefully managed growth strategy?

Your customized investment portfolio is closely monitored to keep you on track for the growth objectives you want. We manage your risk according to your profile, and help to make sure you’re prepared for life’s unexpected events. In short, we apply our expertise to growing and protecting your wealth with all the attentiveness of a committed partner.

5. Could expert guidance help you to achieve more?

You probably already understand that your own actions are the most powerful determining factor in your financial success. At Opal, we’ve developed a process called EVOLVE to help you build on that power. After guiding hundreds of clients, we know how to support you in reaching your highest aspirations.

*Please Note: Limitations. 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 this web site) per the terms and conditions of a separate engagement and fee.