Topel & DiStasi Wealth Management

Topel & DiStasi Wealth Management is a Berkeley-based financial advisory firm that helps clients achieve their life goals through comprehensive wealth management and financial planning expertise. Their team of financial advisors creates customized financial plans based on a deep understanding of their clients' values, beliefs, and priorities, serving as a partner on their journey towards financial independence. With a range of services including financial planning, investment management, risk management, estate planning, and socially responsible investing, Topel & DiStasi Wealth Management provides holistic solutions to meet their clients' financial needs.

As a Registered Investment Adviser, Topel & DiStasi Wealth Management emphasizes the importance of proper licensing and compliance. They prioritize client education and provide informational resources on their website, ensuring transparency and empowering clients to make informed financial decisions. With a commitment to delivering personalized service and a focus on long-term success, Topel & DiStasi Wealth Management is dedicated to helping individuals and families navigate the complexities of wealth management and achieve their financial aspirations.

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