Opal Advisors, Llc
Opal is an independent, fee-only wealth management firm. We help affluent families and individuals by providing personalized and innovative financial solutions. Our approach blends the attentive service of a smaller firm with the expertise of a larger one to create a differentiated wealth experience. From investment strategy and tax eciency to generational wealth transfer, we guide you through the process and remove any financial stress so you can focus on what’s important to you in life.
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Verified contacts
4
available on Kipplo
LinkedIn employees
7
1 to 10 range
Open roles
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no listings
Distinct roles
3
indexed titles
Tech stack
0
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
4 contacts with verified email or phone · masked until revealed.
- SK
Sprague Kolp
Certified Financial Plannertm and Chartered Advisor in Philanthropy at Opal Advisors · Other
EmailPhone - BL
Bao Ly
Registered Investment Advisor · Finance & Accounting
EmailPhone
Showing 2 of 4 verified contacts
Top roles at Opal Advisors, Llc
3 distinct titles indexed · top 3 shown.
- 1certified financial plannertm and chartered advisor in philanthropy at opal advisors
- 1director of client services
- 1registered investment advisor
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