Opal Wealth Advisors

We're thrilled to let you know that January 18th marks Opal Wealth Advisors’ fifth anniversary! It's exciting to celebrate this milestone with you, our wonderful Opal family. From the depths of our hearts, we humbly thank all of the Opal clients and team members that have joined us on this journey. Our firm has experienced remarkable growth because of your loyalty and support. #happyteam #happyoffice #officelife #happyanniversary #workiversary _____ The information in this post is provided for general informational and educational purposes only and does not serve as the receipt of, or as a substitute for, personalized investment advice from Opal Wealth Advisors. Please see additional disclosure information at https://bit.ly/3Ke9LH6.

Kickstart Your Success in 2025! Don’t let financial uncertainty control your life. By re-assessing your financial situation and re-evaluating your financial goals, you can start to establish the most effective way forward for you and your family. Take charge of your future and set the stage for success: https://lnkd.in/efYKBVpV #WealthManagement #OpalWealthAdvisors *Please see additional disclosure information at https://bit.ly/3FOAyrs.

Managing your finances can feel overwhelming, especially when life gets busy. At Opal Wealth Advisors, we know your priorities extend beyond just numbers. That’s why we offer personalized financial guidance designed to simplify the complexities of wealth management. Our dedicated advisors work closely with you to create a tailored plan that helps you take control of your finances and grow your wealth. Don't navigate this journey alone—partner with us and experience the support you deserve. Learn more about how we can help you achieve your financial goals: https://lnkd.in/edbd8i3c #WealthManagement #OpalWealthAdvisors *Please see additional disclosure information at https://bit.ly/3FOAyrs.

Are hidden taxes costing you? Don't leave money on the table. Schedule a free tax assessment today and uncover the opportunities you might be overlooking. Start optimizing your financial strategy today: https://lnkd.in/ggBfXRNx #WealthManagement #OpalWealthAdvisors *Please see additional disclosure information at https://bit.ly/3FOAyrs.

Meet Chelsea Barrows, CFP?, AIF?. With almost fifteen years in the field, Chelsea knows that a strong partnership can make all the difference, always focusing on understanding each client's unique needs so they can navigate financial challenges with confidence. Meet Chelsea: https://lnkd.in/ewHP7CKm #WealthManagement #OpalWealthAdvisors *Please see additional disclosure information at https://bit.ly/3FOAyrs.

Financial goals shouldn't just be dreams—they should be milestones you reach. At Opal, we've developed the Opal Way to help turn your intentions into reality. By working with us, you'll have access to a proven process and expert guidance to help you build and execute a personalized financial strategy. See how it works: https://lnkd.in/edbd8i3c #WealthManagement #OpalWealthAdvisors *Please see additional disclosure information at https://bit.ly/3FOAyrs.

Planning for long-term care is essential, but not everyone realizes that Medicare covers only short-term medical needs, not long-term care. Medicaid may help, but qualifying often requires careful planning. Take a look at our blog post to better understand what’s covered—and what’s not: https://lnkd.in/eqhv4tkJ #WealthManagement #OpalWealthAdvisors #LongTermCare *Please see additional disclosure information at https://bit.ly/3FOAyrs.

Considering retirement but feeling overwhelmed by the planning process? Opal Wealth Advisors is here to make it simple. From prioritizing your goals to designing a tailored roadmap, we’ll guide you every step of the way to your dream retirement. With Opal, you’ll gain clarity, confidence, and a plan designed just for you. Start designing your ideal retirement today: https://lnkd.in/dX9wtDQ #WealthManagement #OpalWealthAdvisors #RetirementPlanning *Please see additional disclosure information at https://bit.ly/3FOAyrs.

Meet Tiffany Melendez, Relationship Manager at Opal Wealth Advisors! With over 20 years of experience, Tiffany’s goal is to provide exceptional, VIP service to every client she works with. Discover more about Tiffany and her passion for client success: https://lnkd.in/ecuPAznp #WealthManagement #OpalWealthAdvisors *Please see additional disclosure information at https://bit.ly/3FOAyrs.

Clients today face information overload, leading to indecision. As advisors, it’s our job to cut through the noise and spark meaningful action. By blending knowledge with personalized, high-touch experiences, we can help clients move from knowing what to do to actually doing it. In the latest from Wealth Solutions Report, Lee Korn, CPWA? provides 6 personalized strategies to bridge the gap between knowing what to do and actually doing it. #OpalWealthAdvisors #FinancialAdvisor #InvestmentAdvisor #WealthManagement #LongIslandFinancialAdvising #FinancialPlanningNY #LongIslandInvestments #FianancialAdvisorNY #InvestmentManagement https://lnkd.in/gwEUMGu7 *Please see additional disclosure information at https://bit.ly/3FOAyrs.