Our Services

Financial Planning & Investment Services

Topel & DiStasi Wealth Management, based in Berkeley, California, provides customized financial planning and investment management services to individuals, families, small businesses and non-profit organizations, all with the goal of helping our clients to imagine, pursue and achieve their financial aspirations.

a cyclist riding through the Santa Cruz Mountains near San Francisco

Our team of financial advisors and asset managers bring a vast wealth of expertise to each individual relationship, designed to build a plan of action specific to each client’s needs. As fiduciaries, we execute that plan with the client’s best interests always in the forefront of our concern.

 

At Topel & DiStasi Wealth Management, our comprehensive wealth management model is designed to help our clients more fully enjoy the lives they have worked hard to build, in particular by providing a partner in their journey towards financial independence.

Financial Planning

a group of individuals discussing options for managing their wealth, investing in retirement and financial planning in San Francisco

At Topel & DiStasi, financial planning is the cornerstone of our comprehensive wealth management service. Our all-inclusive client-relationship model integrates each aspect of our client’s financial profile into one clear, concise and detailed plan of action, including analyses and recommendations in all of the following areas of concentration:

  • Cash-Flow Analysis
  • Budgeting
  • Investment Analysis
  • Retirement Planning
  • Tax Planning
  • Employee Benefits
  • Education Planning
  • Insurance/Risk Management
  • Estate Planning
  • Charitable Giving Strategies
Our Financial Planning Services

Investment Management

a couple enjoys their retirement next to their pool, as their grandchildren swim in the background

At Topel & DiStasi Wealth Management we believe that diversification and discipline are the keys to a successful investment program. We constantly strive to provide access to low-cost, tax-efficient and widely-diversified investments for our client accounts.

We provide analysis, advice and management on a wide variety of investment account types, with our investment management services including:

  • Customized Portfolio Analysis & Construction
  • Personalized Risk-Tolerance Assessment
  • Regular Portfolio Rebalancing & Review
  • Tax Sensitivity Consideration
  • 401(K) and Other Workplace Retirement Plan Analysis & Management
  • Stock Option & Concentrated Stock Position Strategies
  • Socially Responsible & Impact Investing
  • 529 Plan & Other Education-Savings-Plan Analysis and Management
  • Donor-Advised Fund and Other Charitable Giving Strategies
Our Investment Management Services
  1. Episode 106: When Strong Markets Breed Confidence - Beware! 7:50
  2. Episode 105: Start the New Year Right 7:24
  3. Episode 104: Thankful 4:55
  4. Episode 103: What Pickleball Can Teach Us About Investing 6:42
  5. Episode 102: Socially Responsible vs Traditional Investing 8:46
  6. Episode 101: Back to School, Back to College Savings Topel & DiStasi Wealth Management: Financial Advisors | Investments | Wealth Management 10:28
  7. Episode 100: Volatility is Still Not Risk Topel & DiStasi Wealth Management: Financial Advisors | Investments | Wealth Management 8:41
  8. Episode 99: Investing is like gardening - So, let it grow Topel & DiStasi Wealth Management: Financial Advisors | Investments | Wealth Management 5:27
  9. Investing 101 - The Basics Topel & DiStasi Wealth Management: Financial Advisors | Investments | Wealth Management 6:38
  10. Predict Less, Plan More Topel & DiStasi Wealth Management: Financial Advisors | Investments | Wealth Management 8:34
  11. Strategies for Investing in Volatile Markets 9:21
  12. Dividends are worthless, but perhaps, still worthwhile 6:47
  13. Monday Blues 8:10
  14. Maxing Out for 2025 8:52
  15. The Time Is Now 9:00
  16. Why Should I Hire a Financial Advisor 8:52
  17. Life Transitions 8:16
  18. How Much House Can You Afford 7:59
  19. Do Presidential Elections Move Markets 7:50
  20. Stock Splits 2.0 5:15
  21. Why should I Hire A Financial Planner 8:57
  22. How to Take Advantage of Low Income Years 9:09
  23. Converting 529 Plan Balances to a Roth IRA 5:46
  24. Common Questions.. 10:42
  25. The New FAFSA 7:41
  26. Five Common Investing Mistakes 8:41