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TDWM Form CRS

Form CRS 03.07.2024

TDWM Form ADV Part 2A

TDWM – Form ADV Part 2A – 06.07.2024

TDWM Privacy Policy

TDWM – Privacy Policy.pdf

Planning Profile

TDWM_ClientProfile.pdf

3 Steps Towards Financial Independence

3 Steps Towards Financial Independence.pdf

Topel & DiStasi Wealth Management, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Topel & DiStasi Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Topel & DiStasi Wealth Management, LLC unless a client service agreement is in place.

Topel & DiStasi Wealth Management, LLC provides links for your convenience to websites produced by other providers or industry related material. Accessing websites through links directs you away from our website. Topel & DiStasi Wealth Management, LLC is not responsible for errors or omissions in the material on third party websites, and does not necessarily approve of or endorse the information provided. Users who gain access to third party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those websites.

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Berkeley, CA 94705

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Fax: 510.898.1604

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  1. Episode 85: How To Take Advantage Of Low Income Years
  2. Episode 84: Converting 529 Plan Balances To A Roth IRA
  3. Episode 83: Common Questions
  4. Episode 82: The New FAFSA
  5. Episode 81: Five Common Investing Mistakes
  6. Episode 80: Thankful
  7. Episode 86: Why Should I Hire a Financial Advisor
  8. Episode 87: Stock Splits 2.0
  9. Episode 88: Do Presidential Elections Impact Your Investments
  10. Episode 89: How Much House Can You Afford