A complete list of active advisors currently associated with Topel & Distasi Wealth Management, LLC

Warmer can help you find a great advisor at Topel & Distasi Wealth Management, LLC or one who fits your needs even better.

Topel & DiStasi Wealth Management manages roughly $312 million on a discretionary basis for a mix of individuals (including high-net-worth clients), trusts, retirement plans, and corporate entities. The firm offers asset management, comprehensive portfolio management, and standalone financial planning and consulting, including investment, retirement, estate and charitable planning as well as corporate and personal tax planning, cost segregation studies, and real estate and mortgage/debt analysis. Portfolios are tailored and may include individual stocks, bonds, ETFs, mutual funds, options and selected private or alternative securities, with regular monitoring and rebalancing tied to client objectives and risk tolerance. The firm uses model portfolios spanning conservative to aggressive profiles and bills advisory fees on an assets-under-management basis, typically invoiced quarterly in advance and applied to cash and cash-equivalent balances when present. Distinctive features include advisors who are also licensed insurance agents and a substantive offering of business-focused planning services (for example, cost segregation and corporate-structure analysis) that extend beyond typical individual-focused wealth management. The firm maintains custodial relationships with both Schwab and Fidelity — including a Fidelity transition-expense arrangement (up to $20,000) — and discloses these economic benefits and standing-letter-of-instruction custodial safeguards as potential conflicts of interest.

To learn more about the advisors currently working at Topel & Distasi Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.