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.

We provide these services and more:

Financial
Planning

Investment
Management

Retirement
Planning

Divorce
Planning

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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

What is the Value of a Financial Advisor?

By Gavin L. DiStasi

When starting out as a financial advisor, one of the more difficult processes one must go through is defining the…

Episode 95: Dividends Are Worthless, But Perhaps, Still Worthwhile

By Jarrett B. Topel

In this episode we discuss the importance of dividends

Stay Gold, America

By Gavin L. DiStasi

https://blog.codinghorror.com/stay-gold-america For this month’s blog post, we have decided to highlight an article titled ‘Stay Gold, America’ written by our…

Episode 94: Monday Blues

By Gavin L. DiStasi

In this episode we discuss the stock market movement on 1/27/2025

New Year’s (Financial) Resolutions

By Gavin L. DiStasi

As we roll headlong into 2025, it’s that time of year once again when we stop to reflect a bit…

Episode 93: Maxing Out for 2025

By Jarrett B. Topel

In this episode we discuss retirement plan contribution limits for 2025

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