The former 360 Group, a team that oversaw $650 million in client assets at Morgan Stanley, has officially launched Opal Wealth Advisors, an independent registered investment advisor (RIA). Founded by Lee A Korn, Jesse Giordano, CFP® and Joseph N Filosa, CFP®, the Long Island-based firm offers a wide range of services for both individuals and business owners, including financial planning, investment management, estate and tax planning, business planning and performance coaching.
