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.

As seen on:

At Topel & DiStasi Wealth Management, our comprehensive wealth management model is designed to help our clients more fully enjoy the lives they have worked hard to build, by providing a partner in their journey towards financial independence.

 

Newsroom

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),…

Money, Marriage & Divorce

By Gavin L. DiStasi

For anyone who works with divorcing couples, the fact that money often plays a major role in either the deterioration…

Episode 83: Common Questions

By Jarrett B. Topel

In this episode we discuss the most common questions we get asked as financial advisors