What are your goals?

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

Let's Discuss Your Goals

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.

Let's Start the Discussion

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.

Let's Discuss Your Goals

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.

Let's Start the Discussion

We provide these services and more:

Financial
Planning

Investment
Management

Retirement
Planning

Socially
Responsible
Investing

Divorce
Planning

As seen on:

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

Episode 106: When Strong Markets Breed Confidence – Beware!

By Gavin L. DiStasi

In this episode we discuss how strong markets can affect investor behavior in unexpected ways

When Should You Take Social Security

By Jarrett B. Topel

As retirement approaches, one of the most important decisions you will face is when to start Social Security. At first…

Estate Planning Basics: A Smart Way To Start The New Year

By Gavin L. DiStasi

With a new year almost upon us, many people are refocusing on goals that may have been set aside during…

Episode 105: Start the New Year Right

By Jarrett B. Topel

In this episode we discuss ways to start the year off right financially

2026 Retirement Contribution Limits and the New Roth Catch-Up Requirement

By Jarrett B. Topel

Every year the IRS adjusts contribution limits for retirement plans, and the 2026 updates are now official. In general, this…

Episode 104: Thankful

By Gavin L. DiStasi

In this episode we express our gratitude for all we have to be thankful for.

Episode 105: Start the New Year Right 7:24
Episode 104: Thankful 4:55
Episode 103: What Pickleball Can Teach Us About Investing 6:42
Episode 102: Socially Responsible vs Traditional Investing 8:46
Episode 101: Back to School, Back to College Savings Topel & DiStasi Wealth Management: Financial Advisors | Investments | Wealth Management 10:28
Episode 100: Volatility is Still Not Risk Topel & DiStasi Wealth Management: Financial Advisors | Investments | Wealth Management 8:41
Episode 99: Investing is like gardening - So, let it grow Topel & DiStasi Wealth Management: Financial Advisors | Investments | Wealth Management 5:27
Episode 98: Investing 101 - The Basics Topel & DiStasi Wealth Management: Financial Advisors | Investments | Wealth Management 6:38
Episode 97: Predict Less, Plan More Topel & DiStasi Wealth Management: Financial Advisors | Investments | Wealth Management 8:34
Episode 96: Strategies for Investing in Volatile Markets
Episode 95: Dividends Are Worthless, But Perhaps, Still Worthwhile
Episode 94: Monday Blues
Episode 93: Maxing Out For 2025
Episode 92: The Time Is Now
Episode 91: Why Should I Hire A Financial Planner
Episode 90: Life Transitions
Episode 89: How Much House Can You Afford
Episode 88: Do Presidential Elections Impact Your Investments
Episode 87: Stock Splits 2.0
Episode 86: Why Should I Hire a Financial Advisor
Episode 85: How To Take Advantage Of Low Income Years
Episode 84: Converting 529 Plan Balances To A Roth IRA
Episode 83: Common Questions
Episode 82: The New FAFSA
Episode 81: Five Common Investing Mistakes