Chris Clasen Email

Chief Operating Officer, Chief Compliance Officer . Opal Wealth Advisors

Current Roles

Employees:
24
Revenue:
$4.3M
About
Opal Wealth Advisors empowers you to use wealth as a pathway to freedom, joy, and abundance—for yourself, your family, and your business. \n\nThe heart of our process is developing an understanding of your purpose and goals. This guides us in creating a customized plan and applying effective technologies to help evaluate investments, monitor goals, and stay connected with you. \n\nOur prime objective is for your money to work hard for you, not the other way around. We consider a full range of investment opportunities, not just stocks and bonds, and recommend asset allocation strategies to make sure your money keeps working actively for generations—so you don’t have to. \n\nAs your wealthcare advocates, we have the privilege of assisting you through many of life’s most critical moments. The birth of a child, a divorce, the loss of a loved one, or even the sale of your business can be times of uncertainty when you need to know that your wealth will fully protect you. Our team makes sure you’re covered for the expected, as well as the unforeseen. \n\nOpal Wealth Advisors is completely dedicated to helping you live the life you want, now and in the future.\n\nPlease see Important Disclosure Information at https://bit.ly/opaldisclosure\n\nView our Privacy Policy here: https://opalwealthadvisors.com/wp-content/uploads/2020/03/Opal_Privacy_Policy_Jan2020.pdf
Opal Wealth Advisors Address

Jericho, NY
United States
Opal Wealth Advisors Email