Our Services
We provide 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.
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
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
Investment Management
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