As we close out yet another year, and reflect on the rollercoaster ride that has been 2022, we are filled with one overriding emotion, and that is gratitude.  It is such a privilege to work with all of you in the pursuit of your financial goals, and we hope you know how much you all inspire us to be better each-and-every day.

So, with that in mind, and before we begin to look forward to the year ahead, we wanted to take this opportunity to express our heartfelt appreciation to all of our clients and friends, families and business partners, and to simply say: thank you.

There would be no Topel & DiStasi Wealth Management without all of you, and we cannot begin to express the gratitude we feel towards the community you have helped us build.

We hope you have had an opportunity over the past few weeks, as we have, to connect with loved ones and spend some well-earned time reflecting and recharging before we begin again in 2023, and we wish you all a healthy, happy, and prosperous new year.


Jarrett, Gavin & Nancy