Chen & Associates
Our team is dedicated to helping generations of families navigate the complexity of their wealth.
For over 25 years, we have combined deep experience, tailored insight and dedicated service to provide appropriate wealth solutions that focuses on what matters most; going beyond investments to include decisions around planning, lending, philanthropy, and liquidity events.
Our team prides itself on offering the best of both worlds - the intimacy and customization that our clients deserve, combined with the resources, capabilities, and services of a global institution.
Family dynamics can wide ranging; as a result, wealth requires specific goals-based strategies that are unique to each family. For us, it starts by getting to know each of you, understanding your priorities and aspirations, and helping you build a plan that will work for today and into the future.
We know from experience the importance of deep and meaningful relationships the families we serve, ensuring we focus our conversations on what really matters in your lives.No matter the situation or dynamic, we stand ready to provide perspective and help you discern how to achieve the ideal outcome for your family.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
