A team that oversaw $650 million in client assets at Morgan Stanley, has launched Opal Wealth Advisors, an independent registered investment advisor based in Long Island, New York.
Founded by Lee Korn, Jesse Giordano, and Joseph Filosa, the firm offers services to both individuals and business owners, including financial planning, investment management, estate and tax planning, business planning and performance coaching.
“Launching Opal Wealth Advisors allows us to build and grow a business where our clients’ interests come first,” Korn said. “Having the freedom and flexibility that comes from being truly independent allows us to offer what we believe to be the best products, providers and solutions to our clients.”
Opal Wealth also offers business consulting programs, with a focus on workplace culture, staff and management development, performance coaching and public speaking. Available to all clients, these services are led by a trainer who brings 25 years of experience in team building, leadership development and performance coaching.