Opal Wealth Advisors

10/28/2026

The people who thrive at Opal, Kayla says, are the ones who want to be part of a growth story. The ones who will look back in ten years and say, that was an amazing experience, look at all the people I helped.

They want to collaborate, learn from smart colleagues, and push each other every day. And they want to do what is best for the clients and serve more people.

If that is you, Opal is the place.

If this sounds like you, let's connect. Visit opalwealthadvisors.com/about/career-opportunities.
Please see important disclosure at opalwealthadvisors.com/disclosure

10/27/2026

For decades, the goal was simple: save more. Contribute, invest, build.

Then retirement arrives, and the goal quietly flips. Now the job is to spend well, drawing from the very savings you spent a lifetime protecting. For a lot of people, that turn is harder than the saving ever was.

The habits that built your wealth do not automatically tell you how to use it. Drawing an income, deciding what is safe to spend, giving yourself permission to enjoy it, these are different skills.

A good plan does not stop at how you accumulate. It guides how you spend, so the shift feels like freedom instead of fear.

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

10/23/2026

Kayla recently found her own notes from 2023, titled "The Next Chapter," listing what she was looking for.

Reflecting on them now, Opal checks every box: a strong culture, passionate leaders, real vision and direction, and work she is passionate about, grounded in integrity, trust, and making a difference.

Leadership that invests in its people. Mentorship. Collaboration. Being part of something bigger than herself.

That is why she joined.

If this resonates, let's connect. Visit opalwealthadvisors.com/about/career-opportunities.
Please see important disclosure at opalwealthadvisors.com/disclosure

10/21/2026

You spent decades building it. So why does spending it feel so uncomfortable?

If retirement suddenly feels restrictive, you are not alone. After a lifetime of saving, flipping from building wealth to actually using it is one of the hardest shifts people face.

And it has almost nothing to do with whether the numbers work. It is about mindset.

The goal of a good plan is not only to grow your wealth. It is to give you the confidence to enjoy it. You have earned that part too.

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

10/19/2026

Why did Kayla make the move to Opal?

For her, one big reason: Opal is a firm that truly aligned with her values, and one that wanted to grow its people. She wanted to be part of that.

If that is what you are looking for, a firm that grows with intention and invests in you and your future, this is a great place to be.

If that sounds like the right fit, let's connect. Visit opalwealthadvisors.com/about/career-opportunities.
Please see important disclosure at opalwealthadvisors.com/disclosure

10/17/2026

It is one of the most underserved conversations in financial planning, and one of the most relatable.

Why do so many people who saved diligently find it so hard to spend once they retire? A few reasons:
- Decades of saving build a habit that does not switch off on its own
- The fear of running out can override what the math actually says
- For many, identity is tied to accumulation rather than enjoyment

Naming these patterns is the first step to changing your relationship with spending, so the money you worked so hard to build actually supports the life you want.

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

10/13/2026

Kayla is genuinely excited about Opal's future, and it comes down to the time horizon.

The firm is not just looking at the next quarter or the next year. It is asking how many lives it can impact over the next ten.

Growth is one of Opal's core values. And right now, the firm is at a point where a new team member can have a real hand in that growth, and in the many lives it touches.

It is a rare moment to join and help shape where the firm goes next.

Curious about a career at Opal? Visit opalwealthadvisors.com/about/career-opportunities.
Please see important disclosure at opalwealthadvisors.com/disclosure

10/11/2026

Meet Matthew Krouse, CFP, RLP, AAMS, Financial Advisor at Opal Wealth Advisors.

Matt is dedicated to client success. He works to create judgment-free zones where people can voice their dreams and explore possibilities that were not on their radar before. His listening, empathy, and honesty help clients feel informed and in control.
Together, they define life-enhancing goals, put strategies in motion, and adjust as circumstances change.

"What is most important to me is being a positive force for transforming people's lives."

Before joining Opal in 2021, Matt spent nearly 20 years as an advisor at Edward Jones, and earlier helped open Stern Stewart & Co.'s Southeast Asia headquarters in Singapore. He earned his Bachelor of Science in Commerce from the University of Virginia.

Matt and his wife, MP, enjoy life with their two dogs and Matt's daughters, Hana and Mae, along with hiking, cooking, traveling, reading, board games, and cheering on the NY Giants.

Want to work with a team like this? Visit opalwealthadvisors.com or call 888.703.OPAL.
Please see important disclosure at opalwealthadvisors.com/disclosure

10/09/2026

The people who really thrive at Opal share a few things.

They have a growth mindset. They want a career, not just a job. They value collaboration, they want to enjoy where they work, and they want to feel they can be themselves here.

And above all, they want to do the right thing for the client.

If that sounds like you, you would fit right in.

If this sounds like you, let's connect. Visit opalwealthadvisors.com/about/career-opportunities.
Please see important disclosure at opalwealthadvisors.com/disclosure

10/08/2026

A large retirement portfolio doesn't always mean peace of mind.

After decades of saving and investing, many people approaching retirement still find themselves asking one important question: Will I be okay?

In his latest article for Kiplinger, Opal Wealth Advisors Managing Partner and Founder Lee Korn, CPWA®, explores why retirement confidence goes beyond the size of your portfolio. From creating a sustainable income strategy to navigating taxes, Social Security, and market uncertainty, having a coordinated plan can make all the difference.

Because retirement isn't just about how much you've accumulated. It's about knowing how to make that wealth work for you.

Read Lee's full article: https://www.kiplinger.com/retirement/retirement-planning/retirement-income-strategy-for-peace-of-mind



Please see important disclosure information at opalwealthadvisors.com/disclosure

Even wealthy pre-retirees worry about financial security in retirement. That's because peace of mind requires an income strategy, not just a high net worth.