In addition to helping clients plan and mange their investments, one of the key ways Chacon Diaz & Di Virgilio serves clients is by working closely with advisors who specialize in areas outside our realm of expertise.

Client’s concerns may span the domains of many other professionals such as trust and estate attorneys and tax accountants.  As a result, we’re serious about consulting with clients’ other advisors so that we can offer the most comprehensive and effective financial planning possible.  We routinely coordinate meetings with experts in areas such as taxes and estate planning to ensure that our clients are optimally positioned.