Our Vision

At Chacon Diaz & Di Virgilio our vision is built on a consultative, non-sales approach to wealth management. It is because of this vision that we operate as an independent, fee-only, fiduciary wealth advisor. We do not sell products and we do not accept any commissions, allowing nothing to influence our independence and objectivity. As a result, ethics are paramount and the advice you receive from us is always unbiased and free from conflicts of interest.

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What is a Fiduciary?

Independent, Fee-Only, Fiduciary Wealth Management

Chacon Diaz & Di Virgilio is an independent Registered Investment Advisor (RIA) and fee-only fiduciary wealth management firm that advises local, regional, and national clients. Our firm has broad and extensive experience handling the complex financial and investment issues that significant wealth can present.

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