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From the Blog
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Understanding Multi-Generational Wealth on Long Island
Passing wealth from one generation to the next involves more… Read More
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How to Find the Right Female Financial Advisor for Your Needs
If you’re thinking about working with a financial advisor, you… Read More
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Five Tax Moves Business Owners Should Make Before Q2
For business owners, some of the most valuable tax strategies… Read More
Dive Deeper With Our Free Guides
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Your Ultimate 2026 Financial Planning Checklist
Access NoW: Your Ultimate 2026 Financial Planning ChecklistDon’t leave your financial planning for 2026 up to chance. By getting your financial house in order, you can kickstart your success. There’s no better way to prepare for a prosperous 2026! Think about what worked for you in 2025, and what didn’t. How can you improve your financial strategies? Most importantly, what steps are…
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Give Your Child a Head Start on Achieving Financial Freedom
Access NoW: Give Your Child a Head Start on Achieving Financial FreedomThis free guide from Opal Wealth Advisors breaks down the most effective strategies for building wealth across generations, from flexible savings accounts to long-term investment tools like trusts and 529 plans. What You’ll Learn Give your children or grandchildren the advantage of thoughtful financial planning. Inside this 6-page guide, you’ll discover: Your Legacy Starts Now…
Market Commentary & Updates
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Jesse Giordano Named a Finalist for the 2026 Invest in Others Award
Read MoreWe are incredibly proud to share that Jesse Giordano, CFP®, CAP®, RLP®, CEBC®, Financial Advisor and Principal at Opal Wealth Advisors, has been named one of three national finalists for the 2026 Invest in Others Community Service Award. Jesse is being recognized for his extraordinary leadership and long-standing service to Blood Cancer United, formerly known…
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Lee Korn Featured in Financial Planning on Second-Home Tax Planning
Read More“Keep, Rent, Gift or Sell? Second-Home Tax Creates Ripple Effects in Planning”By Zoe Sagalow Financial Planning recently featured Lee Korn, CPWA®, Managing Partner and Founder of Opal Wealth Advisors, in the article “Keep, Rent, Gift or Sell? Second-Home Tax Creates Ripple Effects in Planning.” The article examines New York City’s new pied-à-terre tax and the…
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Opal Wealth Advisors Featured in Financial Planning
Read More“How Advisors Can Act as Hubs for Clients’ Lawyers, Accountants” By Zoe Sagalow Financial Planning recently featured Lee Korn, Principal and Financial Advisor at Opal Wealth Advisors, in the article “How Advisors Can Act as Hubs for Clients’ Lawyers, Accountants.“ The piece explores how financial advisors can better serve clients by working collaboratively with accountants, attorneys, insurance professionals,…
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Forbes Honors Opal Wealth Advisors as One of America’s Top RIA Firms in 2025
Read MoreOpal Wealth Advisors is honored to be recognized on the 2025 Forbes | SHOOK list of America’s Top Registered Investment Advisory (RIA) Firms. Now in its fourth year, this prestigious ranking celebrates firms with proven track records of safeguarding and growing client wealth in a time of economic uncertainty. This year’s list highlights 250 firms…
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Opal Wealth Advisors Appoints Kayla Kennelly as Chief Growth Officer
Read MoreFormer Goldman Sachs VP Set to Lead Independent RIA’s Strategic Growth Initiatives JERICHO, NY, April 15, 2025- Opal Wealth Advisors, an independent registered investment advisor (RIA) providing wealth and investment management for both individuals and businesses, today announced the appointment of Kayla Kennelly as Chief Growth Officer. With 14 years of industry experience spanning both…
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2026 Market Outlook Dinner
TBD
Location: Seasons 52 Garden City NY
Read More: 2026 Market Outlook Dinner
Biz Money Podcast with Lee Korn
Leading entrepreneurs and business owners share a behind-the-scenes look at how they grow
their wealth. Learn from the best and kickstart your success