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TDWM Form CRS

pdf file Form CRS TDWM 2022.pdf

TDWM Form ADV Part 2A

pdf file TDWM – Form ADV Part 2A – 03.09.2022.pdf

TDWM Privacy Policy

pdf file TDWM – Privacy Policy.pdf

Planning Profile

pdf file TDWM_ClientProfile.pdf

3 Steps Towards Financial Independence

pdf file 3 Steps Towards Financial Independence.pdf

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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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