Opal Wealth Advisors

Opal Wealth Advisors Opal Wealth Advisors empowers you to use wealth as a pathway to freedom, joy, and abundance. Important Disclosure Information: https://bit.ly/opaldisclosure

09/08/2026

One of the most humbling parts of Joe Filosa's career has been walking beside clients who lost a spouse.

The first reaction is almost always the same. Shock, grief, and sometimes survivorship guilt, the strange weight of being here when your partner is not.

But over years of working with widows and widowers, one lesson stands out. The families who navigate it best are the ones where both partners were fully informed long before. They knew the plan, the accounts, and the shared goals they were building toward.

When that groundwork is laid early, the surviving spouse can focus on honoring the person they lost, instead of scrambling to understand the finances.

That is what continuity planning is really for.

Talk with an Advisor today. Visit opalwealthadvisors.com or call 888.703.OPAL.
Please see important disclosure at opalwealthadvisors.com/disclosure

08/31/2026

"I do not want to be a burden to my children."

It is one of the most common things we hear from clients. But not planning ahead has real consequences for the people you love most.

The families who navigate this stage best are the ones who had the conversations before a crisis made them unavoidable.

Please see important disclosure at opalwealthadvisors.com/disclosure

Meet Lee Korn, CPWA®, Financial Advisor and Principal at Opal Wealth Advisors.Lee is committed to seeing clients succeed...
08/29/2026

Meet Lee Korn, CPWA®, Financial Advisor and Principal at Opal Wealth Advisors.

Lee is committed to seeing clients succeed and brings a genuine love of problem-solving to every relationship. He specializes in helping business owners identify opportunities and strategies to take their companies to the next level, and he does not just advise from a distance. He stands side by side with clients to make sure the solutions they build together are actually put into action.

Before co-founding Opal with Jesse Giordano and Joe Filosa, Lee co-founded the 360 Group at Morgan Stanley, where he served as a financial advisor and family wealth director. In 2009, Barron's named him one of the top 1,200 U.S. Financial Advisors. He began his career as a commercial banker helping business owners raise capital for acquisition and expansion.

Outside of work, Lee is a Cub Scout Cubmaster, an active board member at his temple, and a dedicated volunteer with special needs organizations. We are proud to have him as a founding pillar of the team!

Want to work with a team like this? Visit opalwealthadvisors.com or call 888.703.OPAL.

Please see important disclosure at opalwealthadvisors.com/disclosure

Doing well and doing good go hand in hand.We are proud to support organizations that make a real difference in the commu...
08/27/2026

Doing well and doing good go hand in hand.

We are proud to support organizations that make a real difference in the communities where we work and live, including Girl Scouts, Girls Inc., Soi Dog Foundation, Ronald McDonald House Charities, The Humane Society of the United States, St. Jude Children's Research Hospital, Kiwanis International, Blood Cancer United, and NEPA Youth Center.

Learn more about our commitment to giving back at opalwealthadvisors.com/about/giving-back/

Please see important disclosure at opalwealthadvisors.com/disclosure

08/25/2026

The families who move through this stage with the most confidence are the ones who addressed every piece before it became urgent.

That means knowing where the finances are and how to access them. Having the estate documents in order and making sure they are current. Getting clear on healthcare wishes. Establishing the right legal authority, including power of attorney and healthcare proxy. And having the family conversations that make sure everyone is on the same page.

Opal Golden Years was built around exactly this checklist. Because none of it should be left to chance.

Talk with an Advisor today. Visit opalwealthadvisors.com or call 888.703.OPAL.

Please see important disclosure at opalwealthadvisors.com/disclosure

08/21/2026

When something happens to a loved one, the questions come fast.

Where are the accounts? Who are the professionals to call? Is the estate plan current? Are the accounts titled correctly?

Opal Golden Years is built so that your family already has those answers before they ever need them.

Please see important disclosure at opalwealthadvisors.com/disclosure

When you are looking for something more, finding the right partner matters.We work best with people who value judgment, ...
08/19/2026

When you are looking for something more, finding the right partner matters.

We work best with people who value judgment, long-term thinking, and an ongoing advisory relationship grounded in trust and accountability.

Schedule an introductory call at opalwealthadvisors.com

Please see important disclosure at opalwealthadvisors.com/disclosure

Whether you are helping a parent navigate their later years or preparing a legacy for your own adult children, the key t...
08/17/2026

Whether you are helping a parent navigate their later years or preparing a legacy for your own adult children, the key to peace of mind is a plan rooted in compassion, clarity, and confidence. Download The Golden Years Guide free at opalwealthadvisors.com/free-guides/the-golden-years-guide/ Please see important disclosure at opalwealthadvisors.com/disclosure

08/15/2026

Most families do not realize they needed a plan until it is too late to make one.

The conversations have not been had. The right people do not know where things are. And then a diagnosis or a sudden loss changes everything overnight.

That is exactly the gap Opal Golden Years was built to fill.

Please see important disclosure at opalwealthadvisors.com/disclosure

There are no shortcuts in work that matters.We take the time to understand what is important to you, anticipate risk bef...
08/13/2026

There are no shortcuts in work that matters.

We take the time to understand what is important to you, anticipate risk before it appears, and guide thoughtful decisions across every stage of life.

Talk with an Advisor today. Visit opalwealthadvisors.com or call 888.703.OPAL.

Please see important disclosure at opalwealthadvisors.com/disclosure

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2 Jericho Plaza, Suite 208
Jericho, NY
11753

Telephone

+15163887980

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