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

Topel & DiStasi Wealth Management Nominated for “Best of Oakland” award!

By Jarrett B. Topel

We are excited to announce that we’ve been nominated for the “Best of Oakland Magazine” awards in the ‘Best Financial…

Episode 86: Why Should I Hire A Financial Advisor

By Gavin L. DiStasi

In this episode we discuss the pros and cons of hiring a professional money manager

Episode 85: How To Take Advantage Of Low Income Years

By Jarrett B. Topel

In this episode we discuss tax planning strategies for low income years

Gavin’s Summer Reading List

By Gavin L. DiStasi

Now that tax season has concluded and the weather has finally started to improve, I find myself looking towards another…

Episode 84: Converting 529 Plan Balances To A Roth IRA

By Gavin L. DiStasi

In this episode we discuss the new rules for converting unused 529 plan funds to a Roth IRA

Information Overload

By Jarrett B. Topel

We live in an era of unparalleled technology and access to information, and with recent trends with Artificial Intelligence (AI),…