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.

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Do I Need Life Insurance?

By Jarrett B. Topel

Life insurance is an important financial tool that people often overlook, or neglect to even consider.  This may be either…

Episode 92: The Time Is Now

By Gavin L. DiStasi

In this episode we discuss why now might be the most important time for socially responsible investing

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