What are your goals?

We help our clients pursue their life goals through comprehensive wealth management and financial planning expertise.

How can we get you there?

Our financial advisors create and implement customized financial plans based on the proper understanding of our clientele's values, beliefs and priorities.

a family having dinner outside

What are your goals?

We help our clients pursue their life goals through comprehensive wealth management and financial planning expertise.

How can we get you there?

Our financial advisors create and implement customized financial plans based on the proper understanding of our clientele's values, beliefs and priorities.

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Delivering Financial Planning and Investment Management services to clients in Berkeley, Oakland and the Greater Bay Area for over 20 years. Contact us to see how Topel & DiStasi Wealth Management can provide you with a partner on your journey towards financial independence.

Newsroom

Lions and Tigers and Bears, Oh My!

By Gavin L. DiStasi

I had a client say to me the other day, “Gavin, I know it’s never a good idea to try…

Episode 91: Why Should I Hire A Financial Planner

By Jarrett B. Topel

In this episode we discuss the reasons one might need to hire a financial planner

A Must Read for All Investors – “Stocks for the Long Run” by Jeremy Siegel

By Jarrett B. Topel

When it comes to investing in the stock market, there is one book that consistently stands out as a must-read:…

Episode 90: Life Transitions

By Gavin L. DiStasi

In this episode we discuss approaching and managing big life transitions

What Does An Investment Manager Do?

By Gavin L. DiStasi

In our role as financial advisors, we often find it helpful to explain some of the different basic roles we…

Episode 89: How Much House Can You Afford

By Jarrett B. Topel

In this episode, we discuss the importance of determining how much you can really afford to spend on a home