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What You Can Expect

Friendly and attentive guidance from experienced financial advisors. We simplify the complexity of the issues you care about—from investments to retirement to estate planning.

Straightforward answers that put your best interests first—always. As a fiduciary, your financial goals and needs are Opal’s highest priority. Count on us for clarity and openness.

Suggested next steps for taking control of your finances and achieving the results you want. At Opal, you’re supported every step of the way along the path to financial freedom.

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Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Opal Wealth Advisors, LLC [“OWA”]), or any non-investment related services, will be profitable, equal any historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. OWA is neither a law firm, nor a certified public accounting firm, and no portion of its services should be construed as legal or accounting advice. Moreover, you should not assume that any discussion or information contained in this document serves as the receipt of, or as a substitute for, personalized investment advice from OWA. Please remember that it remains your responsibility to advise OWA, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. A copy of our current written disclosure Brochure discussing our advisory services and fees is available upon request or at The scope of the services to be provided depends upon the needs of the client and the terms of the engagement.