We help our clients find clarity and direction.
At Opal, it’s all personal. Our wealth strategies begin and end with you.
We understand the economy is changing and we need to adapt.
Beyond investment management, we offer tax optimization strategies, retirement and cash flow planning, will and trust services, and real estate consulting.
We meet based on your cadence and proactively reach out when there are changes that may impact you.
Our foundation is in investing and we leverage our extensive experience and knowledge of the markets to build portfolios designed to be resilient and achieve your objectives. As an independent advisor, we are not tied to any financial products and are able to use what we believe to be the most attractive assets and further enhance returns through tax optimization.
The primary benefit of an independent financial advisor is our legal obligation as a fiduciary to act in your best interest – free from the corporate and sales pressures of a large institution. This model results in unbiased advice, transparent fees, and a more personalized client experience.
Opal Advisors, LLC
3150 Richards Rd Suite 240,
Bellevue, WA 98005
Opal Advisors, LLC is a registered investment adviser. The adviser may not transact business in states where it is not appropriately registered or exempt from registration. Individualized responses to persons that involve either the effecting of transactions in securities or the rendering of personalized investment advice for compensation will not be made without registration or exemption.
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