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From the Blog
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Should Long Island Retirees Consider Relocating for Taxes?
Thinking about moving to Florida for lower taxes? Before you… Read More
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How Taxes Change After You Retire
Retirement changes more than your income. Learn how Social Security,… Read More
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Understanding Multi-Generational Wealth on Long Island
Passing wealth from one generation to the next involves more… 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 Shares Insights on Long-Term Care Planning in Kiplinger
Read MoreFor families who have spent decades building and preserving wealth, preparing for the possibility of future care can be an important part of a comprehensive financial strategy. Even with retirement savings, insurance, and an estate plan in place, long-term care can introduce financial and personal decisions that require thoughtful preparation. In an article for Kiplinger,“What…
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Jesse Giordano Shares How Families Can Navigate Financial Conversations with Aging Parents in Kiplinger
Read MoreTalking with aging parents about finances can be one of the more difficult conversations families face. Questions about estate documents, financial accounts, future care, and who should step in during an emergency are important, but they can also feel deeply personal. In an article for Kiplinger, “How to Talk to Your Parents About Money Without…
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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,…
Join Us at Our Live Events
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Light The Night
Saturday, October 17th, 5:30 PM
Location: Eisenhower Park
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2026 Market Outlook Dinner
Wednesday, October 14th, 5:30 PM
Location: Seasons 52 Garden City NY
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Biz Money Podcast with Lee Korn
Leading entrepreneurs and business owners share a behind-the-scenes look at how they grow
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