Katherine Dean's Colleagues at Opal Wealth Advisors
Linda Ballance
Director of Client Experience, Senior Registered Client Service
Katherine Dean's Contact Details
N/A
New York,New York,United States
Opal Wealth Advisors
Katherine Dean's Company Details
Opal Wealth Advisors empowers you to use wealth as a pathway to freedom, joy, and abundance—for yourself, your family, and your business. The 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. Our 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. As 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. Opal Wealth Advisors is completely dedicated to helping you live the life you want, now and in the future.