“Chacon Diaz & Di Virgilio Wealth Management is a fee-only financial consultant that has a team who discusses your desires, goals, and needs. They actively manage your wealth, adjusting the strategy when needed to ensure you get the best results. With their expertise, they optimize your investments for both taxes and returns, always focusing on what’s best for you. By learning about you, they deeply understand your needs, assess various options, and create a comprehensive plan that serves your present and future interests. The team provides you with ongoing wealth management, covering all aspects of your financial life, including financial planning and investment management, for a percentage-based annual fee.”
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