What are your goals?

At Topel & DiStasi Wealth Management our core services include comprehensive financial planning, fiduciary investment management, retirement planning, socially responsible (SRI/ESG) investing, divorce financial planning, and guidance around employee benefits and equity compensation for technology professionals, business owners and management-level employees.

Our firm works with individuals, families, small businesses and non-profit organizations primarily located in Berkeley, Oakland, and the greater San Francisco Bay Area, who seek fiduciary advice on retirement, investments, major life transitions and long-term wealth planning. We often work best with mid-to-late career professionals, retirees, business owners and their families in navigating major life transitions (such as retirement, diversifying concentrated stock positions, receiving an inheritance or going through a divorce) who seek ongoing, customized financial guidance.

Yes. As a Registered Investment Adviser, Topel & DiStasi Wealth Management acts as a fiduciary for all the clients we serve, meaning we are legally required to put your best interests first at all times.

Topel & DiStasi’s founders, Jarrett Topel and Gavin DiStasi, create a blog post and a podcast episode every month, where they discuss the foundational principles of wealth management in general. To receive a link to our content each month, you can sign up for our monthly newsletter here. For financial advice customized to your specific needs, please contact one of our licensed financial advisors.

Topel & DiStasi Wealth Management provides comprehensive financial planning and fiduciary investment management services tailored to each client’s values, goals and family situation. Our advisors build customized plans that can include cash-flow planning, budgeting, investment strategy, tax-aware withdrawals, estate considerations, equity compensation, charitable giving and much more. Our ongoing investment portfolio oversight process seeks to create the right balance of asset-class diversification needed for each client to achieve target returns with the least amount of volatility along the way. Our firm’s principals are Berkeley natives who have lived and worked in the area for over 50 years, making us uniquely positioned to understand and serve the needs of clients throughout Berkeley, Oakland, and the greater San Francisco Bay Area. 

Getting started begins with a complimentary initial consultation where we discuss your financial goals, current situation, and how our wealth management services can support your objectives. You can contact Topel & DiStasi Wealth Management here.