The Opal Way

Choosing the Opal Way

We know you have other priorities, so we provide the resources to execute a winning financial plan.

The top 5 reasons to work with Opal are:

  1. You save time because we simplify complexity and handle your financial plan details.
  2. You can feel confident because we continually analyze and monitor your progress.
  3. You can stay focused on your goals knowing we’ll support you every step of the way.
  4. You can grow your wealth with expert guidance to adjust to changes quickly.
  5. You come first because we are a fiduciary serving only your best interests.

Delivering the Opal Way

Empowering you to close the gap between intention and achievement is the focus of our 3-step process.

Clarify Your Most Meaningful Goals and Actions

  • Use our EVOLVE tool to help clarify short- and long-term goals and write objectives
  • Alleviate worries about the unknown by evaluating alternative scenarios and outcomes
  • Simplify complexities and create a map of manageable steps to achieve your plans

Pursue a Winning Financial Formula to Get You There

  • Structure a portfolio to grow your wealth and support you in reaching your dreams
  • Track investments to assist you in meeting current needs and achieving future plans
  • Manage risk to help mitigate losses and better prepare you for whatever comes along

Provide Personalized Attention to Keep You on Track

  • Empower you to take control of your finances with our full support and guidance
  • Advise you on building money skills and confidence to achieve meaningful results
  • Help you form effective habits to bridge the gap between intention and achievement

*Please Note: Limitations. The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. OWA does not serve as an attorney, accountant, or insurance agent. OWA does not prepare legal documents or tax returns, nor does it sell insurance products. If the client desires, one of OWA’s representatives, in their separate licensed individual capacities, can be engaged to provide insurance sales/services as described on OWA’s written disclosure Brochure (a copy of which is linked to this web site) per the terms and conditions of a separate engagement and fee. *Please Also Note: 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 OWA) or any planning or consulting services, will be profitable, equal any historical performance level(s), or prove successful.