A complete list of active advisors currently associated with Chacon Diaz & Di Virgilio Wealth Management, LLC
Warmer can help you find a great advisor at Chacon Diaz & Di Virgilio Wealth Management, LLC or one who fits your needs even better.
Chacon Diaz & Di Virgilio Wealth Management, LLC works with individual clients, including high‑net‑worth households, and — unusually for a firm of its size — provides services to other investment advisers as a subadviser. The firm offers discretionary portfolio management, comprehensive financial planning, and management of held‑away retirement plan participant accounts through a third‑party platform. CDDWM implements a rules‑based, total‑return momentum/trend approach using primarily U.S.‑listed ETFs, with a Dual Momentum sleeve that shifts between U.S. and developed international equities or to short‑duration Treasuries when momentum is negative, a defensive low‑volatility equity sleeve, and a gold trend sleeve that allocates only when its quantitative medium‑term trend is positive. Signals are reviewed daily and most trading occurs on a scheduled monthly evaluation; the firm aggregates block trades across accounts and discloses the strategy’s risks, including whipsaws, tracking error, and potential tax or transaction‑cost impacts. Noteworthy features include the firm’s formal subadvisory arrangements with unaffiliated advisers — where CDDWM provides outsourced portfolio management and receives a negotiated fee share — and its use of a third‑party platform to rebalance held‑away plan accounts without taking custody. The firm is partner‑owned, staffed by credentialed advisers (CFP®, CIMA®), generally custodians accounts at Charles Schwab Institutional, and conducts partner reviews of client accounts at least semiannually.
To learn more about the advisors currently working at Chacon Diaz & Di Virgilio Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Gainesville, FL
| 19
| |
Gainesville, FL
| 9
| |
Gainesville, FL
| 19
| |
Gainesville, FL
| 18
|
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