Financial Advisors
Berkeley, CA
Topel & DiStasi Wealth Management is an independent financial advisory firm based in Berkeley serving clients throughout the San Francisco Bay Area. The firm provides comprehensive wealth management, investment management, and financial planning services tailored to individuals and families. Their advisors work with clients to develop customized strategies focused on long-term financial goals and wealth preservation.
Ideal for: High-net-worth individuals, families seeking comprehensive financial planning, investors wanting independent advice
Service area: Berkeley and greater San Francisco Bay Area
Independent Firm: Topel & DiStasi operates as an independent wealth management firm, allowing them to provide objective advice without being tied to a specific product manufacturer or corporate structure.
Personalized Approach: The firm develops customized financial strategies based on each client's unique circumstances, goals, and risk tolerance rather than using one-size-fits-all solutions.
Address: 2907 Claremont Ave #111, Berkeley, CA 94705
Phone: (510) 898-1270
Website: td-wm.com
Looking for more options?
See more Financial Advisors in Berkeley →