Begin a Conversation With Opal Wealth Advisors
Schedule an introductory call to explore whether our approach aligns with what you’re looking for.
Our Promise to Clients
Each conversation begins by listening and seeking to understand what matters most to you. Doing so helps every recommendation reflects your goals, values, and where you are in life.
We bring clear thinking and integrated planning to the relationship, making sure your financial life feels coordinated and intentional. In collaboration with your other professionals, we will anticipate risk, surface opportunity, and guide you through complexity with honesty and accountability.
Experience The Opal Way
Our framework for clear thinking, sound judgment, and long-term accountability as life and wealth evolve.
Understand What Matters Most
We dare you to dream bigger, because we believe in what you and your wealth can accomplish with the right support and strategies.
Build and Coordinate
We’ll translate your goals and challenges into a clear, actionable plan that considers every aspect of your wealth while balancing the need to preserve, protect, and grow your portfolio.
Stay on Track
We meet with you as needed to review progress, anticipate changes, and adjust your strategy as life unfolds.
Why Choose Opal Wealth Advisors?
Clear Judgment for Life’s Important Decisions
Technology can generate answers. It cannot replace judgment. As wealth grows, financial decisions become interconnected across taxes, investments, estate planning, and family priorities. We help clients see the full picture and make decisions they can stand behind for years to come.
Anticipating Risks Before They Become Problems
Many costly financial mistakes look reasonable when viewed in isolation. We help clients identify hidden risks across taxes, estate plans, business decisions, investments, and family dynamics, so small oversights do not become irreversible problems.
Coordinating the Expertise Around You
Significant wealth often requires collaboration between accountants, attorneys, investment managers, and other specialists. We serve as the central point of leadership so the professionals around you work together toward the same outcomes.
The Freedom to Focus on What Matters
Managing wealth can become a full time responsibility. We handle the coordination, monitoring, and strategy so clients can spend less time managing complexity and more time focusing on family, experiences, and purpose.
Frequently Asked Questions
What makes Opal Wealth Advisors different from other financial advisory firms?
Many advisors focus primarily on managing investments. At Opal, our work is guided by a structured planning process we call The Opal Way. It is designed to help you make thoughtful financial decisions across the many areas of your life. By looking at these areas together rather than in isolation, we help clients make decisions with greater clarity and confidence over time.
Who typically works with Opal Wealth Advisors?
We work with individuals and families who have accumulated meaningful wealth and want expert guidance through complex financial decisions such as retirement planning, tax strategy, and estate planning. Many are business owners or professionals looking for a trusted partner to simplify their financial lives and stay aligned with their long-term goals.
What is Opal Wealth Advisors’ fiduciary obligation?
Opal and all its advisors have a fiduciary duty to you. A fiduciary duty is the highest standard of care and conduct. It means that we are obligated to always put your interests ahead of our own.
Is my money safe?
We custody client accounts at Charles Schwab & Co., Inc., a leading institutional custodian. This separation creates an important system of checks and balances, as your assets are held by an independent third party—not by the same firm that advises you on how to invest them.
What is your minimum investment amount?
Our minimum investment amount is $500,000. This level allows us to provide the personalized planning, investment management, and ongoing guidance that define the Opal experience.
How often will we meet to review my financial plan?
We typically meet with clients either 3-4 times a year virtually or in-person, depending on the complexity of their situation. You’ll always have access to your advisor and a dedicated relationship manager who can schedule additional meetings whenever needed.
What happens after I reach out?
The first step is a short introductory conversation. This allows us to learn a bit about your situation and what prompted you to reach out. It is also an opportunity for you to understand how we work and decide whether our approach feels like the right fit. If it makes sense to continue, we will outline the next steps and how we would begin working together.
How do you manage risk in a client’s portfolio?
We manage risk by building diversified portfolios aligned with your goals, time horizon, and comfort with market fluctuations. Our team continuously monitors and adjusts your investments to balance growth opportunities with protection from unnecessary risk.
How do you coordinate with my CPA or estate attorney?
We collaborate with your CPA, estate attorney, and other trusted professionals to keep every part of your financial life aligned. This team-based approach helps create a seamless experience and cohesive strategy across all areas of your wealth
Do you provide financial planning for business owners?
Yes. Many of our clients are business owners who turn to us for personal financial planning. We help them navigate how their business success ties into their overall wealth, focusing on retirement, tax strategy, and long-term financial independence.
Can you help with retirement income and tax-efficient withdrawal strategies?
Absolutely. We create retirement income plans that align with your lifestyle goals while managing taxes thoughtfully. Our approach focuses on where and when to draw income so your wealth supports you throughout retirement.
What resources do you offer for women investors & families preparing for generational wealth transfer?
We offer specialized guidance and educational resources through OpalWomen, our initiative designed to empower women investors and families. This includes personalized planning conversations, events, and tools that help women gain confidence in financial decision-making and prepare the next generation to manage and grow family wealth.
How are you compensated?
We are compensated through a transparent advisory fee based on the assets we manage for clients. This structure aligns our success with our clients’ success and allows us to provide advice without commissions or incentives tied to specific products.
Details of our fee structure are discussed openly during the introductory process.
Curious if The Opal Way is Right for You?
We would welcome the conversation.
Schedule a time to speak with an advisor on our team.