CHACON DIAZ & DI VIRGILIO WEALTH MANAGEMENT, LLC
CHACON DIAZ & DI VIRGILIO WEALTH MANAGEMENT, LLC is a renowned financial management firm that has been providing expert financial services to clients for years. Specializing in wealth management and financial advisory, the firm has gained a reputation for its professional approach and successful strategies that have helped clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
One of the key goals of CHACON DIAZ & DI VIRGILIO WEALTH MANAGEMENT, LLC is to help clients achieve financial success and stability through expert financial planning and management. The firm works closely with clients to create personalized financial plans that suit their individual needs and goals. The following are some key takeaways of how the advisor helps clients:
- Expert financial planning and management tailored to individual client needs
- Proven strategies for achieving financial goals and stability
- Ongoing monitoring and adjustments to adapt to changing financial situations
- Access to a team of experienced and knowledgeable financial advisors
Facts and Insights
CHACON DIAZ & DI VIRGILIO WEALTH MANAGEMENT, LLC is dedicated to providing transparent and reliable services to its clients. Here are some facts and insights about the firm:
- Founded in 2010
- Over 50 years of combined experience in the financial industry
- Registered investment advisor with the Securities and Exchange Commission (SEC)
- Committed to a fiduciary standard, always putting clients’ interests first
Assets Under Management, Number of Advisors and Time in Business:
As of 2021, CHACON DIAZ & DI VIRGILIO WEALTH MANAGEMENT, LLC has assets under management totaling over $500 million. The firm has a team of experienced and knowledgeable advisors, including certified financial planners, investment advisors, and wealth managers. The following table shows more information about the firm’s assets under management, number of advisors, and time in business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500+ million | 10+ | 11 years |
Financial Services Offered
CHACON DIAZ & DI VIRGILIO WEALTH MANAGEMENT, LLC offers a wide range of financial services to assist clients in managing and growing their wealth. These services include:
- Financial planning
- Investment management
- Tax planning
- Estate planning
- Retirement planning
- Insurance planning
- Education planning
- Wealth preservation strategies
Client Types
CHACON DIAZ & DI VIRGILIO WEALTH MANAGEMENT, LLC serves a diverse range of clients, including individuals, families, and businesses. The firm is dedicated to providing personalized and comprehensive financial services to all clients, regardless of their financial situation or goals.
Fees & Compensation
As a fiduciary, CHACON DIAZ & DI VIRGILIO WEALTH MANAGEMENT, LLC is committed to providing transparent and fair pricing for its services. The firm charges a flat fee based on a percentage of the assets under management, ensuring that the advisors’ interests are aligned with the clients’ interests.
Background
The team at CHACON DIAZ & DI VIRGILIO WEALTH MANAGEMENT, LLC has a wealth of experience and expertise in the financial industry. The firm’s partners, Michael Chacon and Giancarlo Di Virgilio, have over 50 years of combined experience in wealth management, financial planning, and investment management. Their extensive knowledge and dedication to their clients make them highly respected in the industry.
Financial Advisor Disclosures to Know
When choosing a financial advisor, it’s essential to be aware of any potential conflicts of interest or disciplinary actions. CHACON DIAZ & DI VIRGILIO WEALTH MANAGEMENT,