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 wealth advisor. We do not sell products and we do not accept any commissions that might 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.
Independent, Fee-Only Wealth Management
Chacon Diaz & Di Virgilio is an independent, fee-only wealth management firm that advises families, individuals, businesses, medical practices, and non-profit organizations. Our firm has broad and extensive experience handling the complex financial and investment issues that significant wealth can present.
Recent News
- 16 Apr 2010 - Is a Roth IRA Conversion a Wise Move?
- 11 Jan 2010 - What is a Fiduciary and Why Should it Matter to Me?