Chacon Diaz & Di Virgilio Wealth Management, LLC is a reputable investment advisory firm headquartered in Gainesville, FL. With a team of four dedicated professionals, they specialize in providing comprehensive investment advisory services to a diverse clientele. Their compensation structure encompasses various types, including a percentage of assets under management and performance-based fees.
Chacon Diaz & Di Virgilio Wealth Management, LLC boasts an impressive portfolio of over 140 individual clients, entrusted with managing more than $90,000,000 in assets. Notably, approximately half of their assets under management stem from employer 401Ks or individual accounts, showcasing their expertise in this domain. Importantly, all the assets they manage are handled on a discretionary basis, providing clients with peace of mind and the assurance that their investments are in capable hands.
Operating out of two offices, Chacon Diaz & Di Virgilio Wealth Management, LLC has established itself as a small yet influential player in the investment advisory field. The firm takes pride in the experience and knowledge of its advisors, with Guillermo Diaz, Lisa Chacon, and James DiVirgilio among the longest-tenured professionals on the team. Their collective expertise ensures that clients receive personalized, strategic financial guidance tailored to their unique goals and circumstances.
With a strong focus on client satisfaction and a track record of successful wealth management, Chacon Diaz & Di Virgilio Wealth Management, LLC continues to solidify its position as a trusted partner for individuals and organizations seeking reliable investment advisory services in the Gainesville, FL area.