February, 2017

February 2, 2017
It is with great excitement that we here at Topel & DiStasi Wealth Management announce our decision to end our seven-year affiliation with LPL Financial, and change our custodial relationship for our client’s investment accounts. We have also decided to register Topel & DiStasi Wealth Management as its own RIA (Registered Investment Advisor), rather than continue to operate under someone... More