The former 360 Group, a team that oversaw USD650 million in client assets at Morgan Stanley, has officially launched Opal Wealth Advisors, an independent registered investment advisor (RIA).
Founded by Lee A Korn, Jesse Giordano, CFP and Joseph N Filosa, CFP, the Long Island-based firm offers a wide range of services for both individuals and business owners, including financial planning, investment management, estate and tax planning, business planning and performance coaching.
Building on their successful decade-long partnership, the eight-member team provides clients with an enhanced level of independent advice coupled with all the resources to help them achieve their ultimate life goal: financial freedom.
“Launching Opal Wealth Advisors allows us to build and grow a business where our clients’ interests come first,” says Korn. “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. From custodial services to cutting-edge technology to independent research, Opal Wealth Advisors has access to what we believe is the best of Wall Street.”
Touching on the partners’ considerable experience working with business owners, Opal Wealth Advisors 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.
“We know that for business owners, often their most valuable asset is their business,” says Giordano. “Entrepreneurs are often hyper-focussed on day-to-day operations. It’s our job to provide them with all the resources, knowledge and vision to help them build and grow this important asset, not just in the year ahead, but for five, 10 or 15 years down the road.”