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Team

At Opal Wealth Strategies, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

Chris Wheeler

Financial Advisor | Managing Partner

(425) 505-0400

(425) 968-7612

chris@opalws.com

Chris Wheeler is a well-known financial professional among public educators. In partnership with Security Benefit Group, he is endorsed and certified as a National Education Association (NEA) Retirement Specialist. Chris directs his...

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William Ironmonger

Financial Advisor | Partner

425.223.0469

William@opalws.com

Are you looking for a solid, yet strategic investment plan that helps to build and protect wealth? With my experience providing ongoing financial advice and asset management, I can help you formulate a strategy to strengthen your...

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