Our Vision

In 2009, Chacon Diaz & Di Virgilio was built from scratch and designed to do things differently. We envisioned an independent, fee-only, fiduciary wealth management firm that gave expert advice that was always in our clients’ best interest. Today, it ‘s an honor to be recognized as a leader and pioneer in our field, as we continue to positively impact the lives of our esteemed clients.  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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Our Latest Thinking

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