Topel & DiStasi Wealth Management

Comprehensive wealth management and financial planning expertise

Topel & DiStasi Wealth Management helps clients achieve their life goals through comprehensive wealth management and financial planning. Financial advisors create customized plans based on clients' values, beliefs, and priorities. This partnership enables clients to reach financial independence. The firm provides services such as financial planning, investment management, risk management, estate planning, and socially responsible investing. These services benefit clients by providing a tailored approach to achieve their financial objectives.